+40.7%
EOG vs AVTR
-15.7%
+56.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.3% |
| 7D | +7.4% | +3.2% | +4.2% | +7.1% |
| 30D | +2.3% | +0.5% | +1.8% | +2.2% |
| 3M | +9.5% | +12.1% | -2.7% | +8.5% |
| 6M | +17.7% | +91.2% | -73.5% | +12.1% |
| YTD | +52.9% | +36.3% | +16.6% | +50.1% |
| 1Y | +47.7% | +35.2% | +12.4% | +44.9% |
| All | +40.7% | -15.7% | +56.5% | +38.6% |
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