+48.4%
ENTG vs AVTR
-25.8%
+74.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.1% |
| 7D | +8.9% | +7.4% | +1.5% | +6.4% |
| 30D | -7.2% | +12.2% | -19.4% | -10.7% |
| 3M | +6.4% | +57.4% | -51.0% | -11.4% |
| 6M | +25.7% | +86.7% | -61.0% | -2.7% |
| YTD | +67.9% | +33.1% | +34.8% | +47.3% |
| 1Y | +72.4% | +16.1% | +56.2% | +53.8% |
| 3Y | +48.4% | -24.6% | +73.0% | +63.0% |
| All | +48.4% | -25.8% | +74.2% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling