+387.8%
GH vs AVTR
-26.6%
+414.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.7% |
| 7D | -0.2% | +1.6% | -1.7% | -0.6% |
| 30D | -2.6% | +8.4% | -11.0% | -4.6% |
| 3M | +25.1% | +50.2% | -25.1% | +12.1% |
| 6M | +78.5% | +82.6% | -4.1% | +52.5% |
| YTD | +59.4% | +29.8% | +29.5% | +45.1% |
| 1Y | +173.9% | +16.0% | +157.9% | +148.7% |
| All | +387.8% | -26.6% | +414.4% | +401.2% |
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