-51.8%
INTU vs AVTR
+17.0%
-68.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -9.2% | -2.0% | -7.1% | -8.7% |
| 30D | -7.0% | +8.1% | -15.1% | -8.7% |
| 3M | +10.5% | +54.2% | -43.7% | +0.6% |
| 6M | -30.6% | +82.6% | -113.2% | -38.9% |
| YTD | -52.3% | +29.8% | -82.2% | -55.4% |
| 1Y | -51.8% | +18.0% | -69.8% | -54.1% |
| All | -51.8% | +17.0% | -68.8% | -54.1% |
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 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