-38.5%
INTU vs AVTR
-27.6%
-10.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -1.9% | -3.1% |
| 7D | -7.1% | +2.7% | -9.8% | -7.6% |
| 30D | +1.5% | +12.1% | -10.6% | -0.8% |
| 3M | +10.7% | +57.2% | -46.6% | +1.4% |
| 6M | -23.8% | +73.1% | -96.9% | -31.6% |
| YTD | -49.3% | +30.6% | -79.9% | -52.2% |
| 1Y | -49.7% | +13.5% | -63.2% | -51.9% |
| All | -38.5% | -27.6% | -10.9% | -36.5% |
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