+7.7%
DIS vs AVTR
+37.2%
-29.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | +1.5% |
| 7D | +5.3% | +1.9% | +3.4% | +5.0% |
| 30D | +10.2% | +1.5% | +8.7% | +9.9% |
| 3M | +13.5% | +17.1% | -3.5% | +10.2% |
| 6M | +11.1% | +91.5% | -80.3% | -4.4% |
| YTD | +5.5% | +38.8% | -33.3% | -3.5% |
| All | +7.7% | +37.2% | -29.5% | -2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling