+24.4%
GH vs AVTR
-64.4%
+88.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +2.2% |
| 7D | -0.2% | +1.6% | -1.7% | -1.0% |
| 30D | -2.6% | +8.4% | -11.0% | -6.3% |
| 3M | +25.1% | +50.2% | -25.1% | +2.2% |
| 6M | +78.5% | +82.6% | -4.1% | +33.0% |
| YTD | +59.4% | +29.8% | +29.5% | +37.1% |
| 1Y | +173.9% | +16.0% | +157.9% | +135.0% |
| 3Y | +382.7% | -26.4% | +409.2% | +389.9% |
| 5Y | +24.4% | -64.5% | +88.9% | +119.8% |
| All | +24.4% | -64.4% | +88.9% | +119.8% |
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