-29.8%
DHR vs AVTR
-64.7%
+34.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -5.0% | -2.0% | -2.9% | -4.2% |
| 30D | -3.3% | +8.1% | -11.4% | -6.3% |
| 3M | +9.4% | +54.2% | -44.8% | -9.4% |
| 6M | +3.2% | +82.6% | -79.4% | -20.7% |
| YTD | -12.0% | +29.8% | -41.9% | -22.8% |
| 1Y | +4.9% | +18.0% | -13.1% | -6.9% |
| 3Y | -7.4% | -26.4% | +19.1% | -3.2% |
| 5Y | -29.8% | -64.8% | +35.1% | +2.4% |
| All | -29.8% | -64.7% | +34.9% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AVTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling