+109.7%
HAL vs AVTR
-63.6%
+173.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.0% |
| 7D | +0.5% | +7.4% | -6.9% | -0.7% |
| 30D | +15.9% | +12.2% | +3.7% | +13.7% |
| 3M | -8.7% | +57.4% | -66.1% | -16.3% |
| 6M | +9.0% | +86.7% | -77.6% | -3.8% |
| YTD | +32.0% | +33.1% | -1.1% | +24.4% |
| 1Y | +72.5% | +16.1% | +56.3% | +64.0% |
| 3Y | -4.5% | -24.6% | +20.1% | -3.5% |
| 5Y | +109.7% | -63.5% | +173.2% | +113.7% |
| All | +109.7% | -63.6% | +173.3% | +113.7% |
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