+132.5%
GOOGL vs AVTR
-64.4%
+197.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.9% |
| 7D | -1.9% | +1.6% | -3.4% | -2.1% |
| 30D | -7.5% | +8.4% | -15.8% | -8.8% |
| 3M | -9.2% | +50.2% | -59.3% | -16.0% |
| 6M | +8.1% | +82.6% | -74.5% | -4.0% |
| YTD | +5.8% | +29.8% | -24.0% | -0.3% |
| 1Y | +38.3% | +16.0% | +22.4% | +30.6% |
| 3Y | +144.8% | -26.4% | +171.2% | +146.6% |
| 5Y | +132.5% | -64.5% | +197.0% | +206.8% |
| All | +132.5% | -64.4% | +197.0% | +206.8% |
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