+20.2%
ENTG vs AVTR
-63.6%
+83.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +0.9% |
| 7D | +8.9% | +7.4% | +1.5% | +5.6% |
| 30D | -7.2% | +12.2% | -19.4% | -11.8% |
| 3M | +6.4% | +57.4% | -51.0% | -16.0% |
| 6M | +25.7% | +86.7% | -61.0% | -9.3% |
| YTD | +67.9% | +33.1% | +34.8% | +41.5% |
| 1Y | +72.4% | +16.1% | +56.2% | +49.1% |
| 3Y | +48.4% | -24.6% | +73.0% | +53.9% |
| All | +20.2% | -63.6% | +83.7% | +94.3% |
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