+46.8%
INTU vs AVTR
+5.8%
+41.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.3% |
| 6M | -13.3% | +87.4% | -100.7% | -30.1% |
| YTD | -47.9% | +35.9% | -83.7% | -53.7% |
| 1Y | -47.2% | +35.4% | -82.5% | -53.1% |
| 3Y | -33.9% | -16.1% | -17.8% | -35.7% |
| 5Y | -41.3% | -59.4% | +18.0% | -25.5% |
| All | +46.8% | +5.8% | +41.0% | +33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling