+25.1%
HPQ vs AVTR
-26.6%
+51.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.4% | +5.5% |
| 7D | +2.2% | +1.6% | +0.7% | +1.8% |
| 30D | +9.7% | +8.4% | +1.4% | +7.6% |
| 3M | +32.7% | +50.2% | -17.4% | +20.2% |
| 6M | +77.7% | +82.6% | -4.9% | +53.1% |
| YTD | +51.0% | +29.8% | +21.1% | +40.2% |
| 1Y | +18.4% | +16.0% | +2.4% | +10.8% |
| All | +25.1% | -26.6% | +51.7% | +23.7% |
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 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