-54.2%
DOCS vs AVTR
-60.1%
+5.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.6% |
| 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% | +50.3% |
| 6M | +26.5% | +83.5% | -57.0% | +5.9% |
| YTD | -26.6% | +35.0% | -61.6% | -33.7% |
| 1Y | -48.1% | +36.7% | -84.7% | -53.3% |
| 3Y | +52.6% | -15.3% | +68.0% | +36.7% |
| All | -54.2% | -60.1% | +5.9% | -25.6% |
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