-48.1%
DOCS vs AVTR
+35.2%
-83.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.7% |
| 7D | -0.8% | -3.6% | +2.9% | +0.3% |
| 30D | +17.4% | +0.8% | +16.6% | +17.1% |
| 3M | +57.4% | +17.4% | +40.0% | +49.8% |
| 6M | +26.5% | +83.5% | -57.0% | +5.8% |
| YTD | -26.6% | +35.0% | -61.6% | -36.5% |
| 1Y | -48.1% | +36.7% | -84.7% | -54.8% |
| All | -48.1% | +35.2% | -83.3% | -54.8% |
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