+15.6%
EMR vs AVTR
+13.4%
+2.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.8% |
| 7D | +0.9% | +1.6% | -0.7% | +0.6% |
| 30D | -5.0% | +8.4% | -13.3% | -6.3% |
| 3M | +5.9% | +50.2% | -44.2% | -3.0% |
| 6M | +7.3% | +82.6% | -75.2% | -6.1% |
| YTD | +14.6% | +29.8% | -15.3% | +5.7% |
| 1Y | +15.6% | +16.0% | -0.3% | +4.4% |
| All | +15.6% | +13.4% | +2.2% | +4.4% |
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