+34.7%
INTU vs AVTR
+1.1%
+33.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -0.8% |
| 7D | -8.5% | +1.6% | -10.0% | -9.0% |
| 30D | -6.1% | +8.4% | -14.5% | -8.6% |
| 3M | +7.3% | +50.2% | -42.8% | -6.3% |
| 6M | -33.2% | +82.6% | -115.8% | -45.6% |
| YTD | -52.2% | +29.8% | -82.0% | -56.7% |
| 1Y | -52.7% | +16.0% | -68.7% | -56.5% |
| 3Y | -41.6% | -26.4% | -15.2% | -40.3% |
| 5Y | -42.6% | -64.5% | +21.8% | -23.7% |
| All | +34.7% | +1.1% | +33.7% | +24.7% |
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 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