+427.0%
GE vs AVTR
-59.2%
+486.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.3% |
| 7D | +4.0% | +0.5% | +3.5% | +4.0% |
| 30D | +11.1% | +1.5% | +9.5% | +10.7% |
| 3M | -6.7% | +14.2% | -21.0% | -9.1% |
| 6M | +14.3% | +97.4% | -83.1% | -0.6% |
| YTD | +11.7% | +37.3% | -25.5% | +3.7% |
| 1Y | +10.9% | +36.8% | -25.9% | +2.8% |
| 3Y | +279.0% | -15.2% | +294.3% | +275.2% |
| 5Y | +427.0% | -59.2% | +486.2% | +523.8% |
| All | +427.0% | -59.2% | +486.2% | +523.8% |
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