+96.2%
HD vs AVTR
+3.6%
+92.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.8% |
| 7D | -1.2% | +7.4% | -8.6% | -3.0% |
| 30D | -11.1% | +12.2% | -23.4% | -13.8% |
| 3M | +2.0% | +57.4% | -55.3% | -9.8% |
| 6M | -10.5% | +86.7% | -97.1% | -24.7% |
| YTD | -6.9% | +33.1% | -39.9% | -14.9% |
| 1Y | -23.2% | +16.1% | -39.3% | -28.6% |
| 3Y | +3.1% | -24.6% | +27.7% | +3.9% |
| 5Y | +7.4% | -63.5% | +70.9% | +32.7% |
| All | +96.2% | +3.6% | +92.6% | +60.4% |
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