+25.9%
HD vs AVTR
-15.6%
+41.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.2% |
| 7D | +4.3% | -3.6% | +7.9% | +4.9% |
| 30D | +20.2% | +0.8% | +19.4% | +20.0% |
| 3M | -1.0% | +17.4% | -18.4% | -3.6% |
| 6M | +7.9% | +83.5% | -75.6% | -2.8% |
| YTD | +2.0% | +35.0% | -33.0% | -4.2% |
| 1Y | -4.3% | +36.7% | -41.0% | -10.3% |
| 3Y | +25.9% | -15.3% | +41.3% | +22.1% |
| All | +25.9% | -15.6% | +41.5% | +22.1% |
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