+599.4%
GE vs AVTR
+1.7%
+597.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.4% |
| 7D | -1.6% | +2.7% | -4.3% | -2.2% |
| 30D | -11.6% | +12.1% | -23.6% | -14.0% |
| 3M | +3.0% | +57.2% | -54.2% | -8.3% |
| 6M | -0.5% | +73.1% | -73.6% | -13.7% |
| YTD | +9.7% | +30.6% | -20.9% | +1.3% |
| 1Y | +20.0% | +13.5% | +6.5% | +12.5% |
| 3Y | +275.8% | -31.0% | +306.9% | +289.1% |
| 5Y | +429.1% | -63.2% | +492.3% | +544.4% |
| All | +599.4% | +1.7% | +597.7% | +492.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling