+3.6%
GOOG vs AVTR
+37.4%
-33.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.9% | +3.2% |
| 7D | -10.7% | -6.2% | -4.5% | -10.1% |
| 30D | -16.4% | -1.0% | -15.4% | -16.4% |
| 3M | -23.4% | +14.4% | -37.8% | -24.6% |
| 6M | -24.2% | +95.9% | -120.1% | -31.0% |
| YTD | -8.3% | +36.6% | -44.8% | -13.6% |
| 1Y | +3.6% | +35.1% | -31.6% | -3.0% |
| All | +3.6% | +37.4% | -33.8% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling