+484.7%
GOOGL vs AVTR
+0.6%
+484.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +1.9% |
| 7D | 0.0% | -1.1% | +1.1% | +0.2% |
| 30D | -1.4% | +6.3% | -7.7% | -2.8% |
| 3M | -5.3% | +53.3% | -58.6% | -14.7% |
| 6M | +9.8% | +78.6% | -68.9% | -4.9% |
| YTD | +8.4% | +29.2% | -20.9% | +0.6% |
| 1Y | +41.2% | +13.8% | +27.4% | +32.3% |
| 3Y | +149.6% | -27.4% | +177.0% | +152.4% |
| 5Y | +142.6% | -65.0% | +207.6% | +200.9% |
| All | +484.7% | +0.6% | +484.1% | +406.8% |
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 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