+8.2%
MDB vs AVTR
+13.4%
-5.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.1% |
| 7D | -4.5% | +1.6% | -6.1% | -4.8% |
| 30D | -14.0% | +8.4% | -22.4% | -15.4% |
| 3M | +5.3% | +50.2% | -44.8% | -3.4% |
| 6M | +31.9% | +82.6% | -50.7% | +16.2% |
| YTD | -14.6% | +29.8% | -44.5% | -21.5% |
| 1Y | +8.2% | +16.0% | -7.7% | -2.7% |
| All | +8.2% | +13.4% | -5.2% | -2.7% |
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 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