-1.6%
DOW vs AVTR
+6.1%
-7.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.1% |
| 7D | +3.7% | +3.2% | +0.5% | +2.7% |
| 30D | +16.3% | +0.5% | +15.8% | +15.9% |
| 3M | +9.7% | +12.1% | -2.4% | +5.9% |
| 6M | -14.1% | +91.2% | -105.3% | -29.5% |
| YTD | +46.6% | +36.3% | +10.3% | +31.7% |
| 1Y | +56.8% | +35.2% | +21.6% | +41.3% |
| 3Y | -20.4% | -15.8% | -4.5% | -21.5% |
| 5Y | -27.4% | -58.9% | +31.5% | -14.7% |
| All | -1.6% | +6.1% | -7.7% | -19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling