+0.2%
ENTG vs AVTR
-58.9%
+59.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.6% |
| 7D | +15.2% | +0.5% | +14.7% | +15.1% |
| 30D | -3.6% | -1.0% | -2.6% | -3.2% |
| 3M | -10.0% | +12.2% | -22.2% | -14.7% |
| 6M | +1.8% | +97.5% | -95.7% | -28.4% |
| YTD | +75.5% | +35.6% | +39.9% | +46.3% |
| 1Y | +82.4% | +32.8% | +49.6% | +53.1% |
| 3Y | +58.5% | -16.5% | +75.0% | +55.4% |
| All | +0.2% | -58.9% | +59.1% | +57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling