-41.3%
INTU vs AVTR
-59.8%
+18.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.3% |
| 7D | -1.2% | -0.1% | -1.1% | -1.3% |
| 30D | +12.4% | -0.6% | +13.1% | +12.4% |
| 3M | +2.3% | +13.4% | -11.1% | -2.0% |
| 6M | -13.3% | +87.4% | -100.7% | -29.0% |
| YTD | -47.9% | +35.9% | -83.7% | -53.2% |
| 1Y | -47.2% | +35.4% | -82.5% | -52.7% |
| 3Y | -33.9% | -16.1% | -17.8% | -36.0% |
| 5Y | -41.3% | -59.4% | +18.0% | -11.2% |
| All | -41.3% | -59.8% | +18.5% | -11.2% |
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