+23.6%
DLTR vs AVTR
+3.6%
+20.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.9% | -7.5% | -6.0% |
| 7D | -5.8% | +7.4% | -13.2% | -7.2% |
| 30D | -5.2% | +12.2% | -17.5% | -7.5% |
| 3M | +15.2% | +57.4% | -42.2% | +4.4% |
| 6M | +7.1% | +86.7% | -79.5% | -6.4% |
| YTD | +0.8% | +33.1% | -32.2% | -6.3% |
| 1Y | +24.8% | +16.1% | +8.6% | +17.6% |
| 3Y | +6.9% | -24.6% | +31.5% | +7.5% |
| 5Y | +33.2% | -63.5% | +96.7% | +53.7% |
| All | +23.6% | +3.6% | +20.0% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling