+71.1%
HAL vs AVTR
+1.7%
+69.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | -0.1% |
| 7D | +2.9% | +2.7% | +0.3% | +2.0% |
| 30D | +17.0% | +12.1% | +5.0% | +12.6% |
| 3M | -9.7% | +57.2% | -66.9% | -23.6% |
| 6M | +8.6% | +73.1% | -64.4% | -12.0% |
| YTD | +33.0% | +30.6% | +2.4% | +18.2% |
| 1Y | +68.3% | +13.5% | +54.8% | +52.4% |
| 3Y | +0.1% | -31.0% | +31.1% | +4.4% |
| 5Y | +102.6% | -63.2% | +165.9% | +169.1% |
| All | +71.1% | +1.7% | +69.4% | +16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling