+30.2%
HWM vs AVTR
+13.4%
+16.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.5% |
| 7D | -8.0% | +1.6% | -9.6% | -8.1% |
| 30D | -18.0% | +8.4% | -26.4% | -18.1% |
| 3M | -9.5% | +50.2% | -59.7% | -11.1% |
| 6M | -8.4% | +82.6% | -91.0% | -11.1% |
| YTD | +13.6% | +29.8% | -16.2% | +11.8% |
| 1Y | +30.2% | +16.0% | +14.3% | +27.7% |
| All | +30.2% | +13.4% | +16.8% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling