+21.8%
ENTG vs AVTR
-64.4%
+86.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +2.4% |
| 7D | +8.9% | +1.6% | +7.4% | +8.1% |
| 30D | -0.8% | +8.4% | -9.2% | -4.3% |
| 3M | +6.6% | +50.2% | -43.6% | -14.1% |
| 6M | +22.1% | +82.6% | -60.5% | -11.1% |
| YTD | +70.2% | +29.8% | +40.3% | +44.9% |
| 1Y | +76.7% | +16.0% | +60.7% | +52.4% |
| 3Y | +50.5% | -26.4% | +76.9% | +57.7% |
| 5Y | +21.8% | -64.5% | +86.3% | +99.0% |
| All | +21.8% | -64.4% | +86.3% | +99.0% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling