+32.3%
EEM vs AVTR
+16.7%
+15.6%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.3% |
| 7D | -1.3% | -1.1% | -0.2% | -1.2% |
| 30D | +2.1% | +6.3% | -4.2% | +1.7% |
| 3M | +1.0% | +53.3% | -52.3% | -2.2% |
| 6M | +15.9% | +78.6% | -62.7% | +10.8% |
| YTD | +24.6% | +29.2% | -4.6% | +20.1% |
| 1Y | +32.3% | +13.8% | +18.4% | +25.9% |
| All | +32.3% | +16.7% | +15.6% | +25.9% |
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