-10.9%
HAL vs AVTR
-15.3%
+4.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.1% | +0.2% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | -2.1% | -0.6% | -1.5% | -2.0% |
| 3M | -4.9% | +13.4% | -18.3% | -6.6% |
| 6M | -19.3% | +87.4% | -106.7% | -27.5% |
| YTD | +14.3% | +35.9% | -21.6% | +8.7% |
| 1Y | +17.3% | +35.4% | -18.1% | +11.4% |
| 3Y | -10.9% | -16.1% | +5.2% | -15.2% |
| All | -10.9% | -15.3% | +4.4% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling