+482.7%
GOOG vs AVTR
+0.6%
+482.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | 0.0% | -1.1% | +1.1% | +0.3% |
| 30D | -2.0% | +6.3% | -8.3% | -3.3% |
| 3M | -5.9% | +53.3% | -59.2% | -15.1% |
| 6M | +8.9% | +78.6% | -69.7% | -5.6% |
| YTD | +7.1% | +29.2% | -22.1% | -0.5% |
| 1Y | +39.7% | +13.8% | +25.8% | +31.0% |
| 3Y | +145.8% | -27.4% | +173.3% | +148.6% |
| 5Y | +138.6% | -65.0% | +203.6% | +194.9% |
| All | +482.7% | +0.6% | +482.1% | +405.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling