-34.9%
DOCS vs AVTR
+36.2%
-71.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | +0.1% | +3.2% | -3.1% | -0.9% |
| 30D | +8.7% | +0.5% | +8.2% | +8.4% |
| 3M | +32.9% | +12.1% | +20.7% | +27.8% |
| 6M | +25.5% | +91.2% | -65.7% | +2.3% |
| YTD | -25.0% | +36.3% | -61.3% | -35.2% |
| 1Y | -34.9% | +35.2% | -70.1% | -43.5% |
| All | -34.9% | +36.2% | -71.0% | -43.5% |
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