-67.0%
ETSY vs AVTR
-64.7%
-2.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -12.7% | -2.0% | -10.7% | -12.0% |
| 30D | -9.9% | +8.1% | -18.0% | -13.1% |
| 3M | +4.2% | +54.2% | -50.0% | -15.4% |
| 6M | +34.2% | +82.6% | -48.4% | +0.2% |
| YTD | +29.1% | +29.8% | -0.7% | +12.6% |
| 1Y | +23.8% | +18.0% | +5.8% | +10.8% |
| 3Y | +6.6% | -26.4% | +33.1% | +11.6% |
| 5Y | -67.0% | -64.8% | -2.2% | -44.3% |
| All | -67.0% | -64.7% | -2.3% | -44.3% |
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