+116.0%
INTC vs AVTR
-64.4%
+180.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.4% |
| 7D | +18.0% | +1.6% | +16.4% | +17.5% |
| 30D | +8.9% | +8.4% | +0.6% | +6.5% |
| 3M | -1.6% | +50.2% | -51.7% | -14.0% |
| 6M | +133.1% | +82.6% | +50.5% | +91.1% |
| YTD | +187.9% | +29.8% | +158.1% | +160.6% |
| 1Y | +334.7% | +16.0% | +318.7% | +298.5% |
| 3Y | +184.2% | -26.4% | +210.6% | +190.1% |
| 5Y | +116.0% | -64.5% | +180.5% | +174.1% |
| All | +116.0% | -64.4% | +180.5% | +174.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling