+29.2%
DOW vs AVTR
+16.8%
+12.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.8% |
| 7D | -2.4% | +2.7% | -5.1% | -2.8% |
| 30D | +0.4% | +12.1% | -11.7% | -1.4% |
| 3M | -14.4% | +57.2% | -71.6% | -20.2% |
| 6M | -7.0% | +73.1% | -80.0% | -14.9% |
| YTD | +30.2% | +30.6% | -0.4% | +28.4% |
| 1Y | +29.2% | +13.5% | +15.7% | +27.6% |
| All | +29.2% | +16.8% | +12.4% | +27.6% |
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 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