+74.8%
ENTG vs AVTR
+16.8%
+58.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +6.3% |
| 7D | +2.8% | +2.7% | +0.2% | +2.5% |
| 30D | -4.7% | +12.1% | -16.7% | -5.9% |
| 3M | -0.7% | +57.2% | -58.0% | -9.5% |
| 6M | +7.7% | +73.1% | -65.3% | -4.3% |
| YTD | +65.1% | +30.6% | +34.4% | +53.5% |
| 1Y | +74.8% | +13.5% | +61.3% | +57.4% |
| All | +74.8% | +16.8% | +58.0% | +57.4% |
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