+1.9%
META vs AVTR
+34.2%
-32.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.2% |
| 7D | +3.3% | -0.1% | +3.4% | +3.3% |
| 30D | -10.8% | -0.6% | -10.1% | -10.7% |
| 3M | +7.9% | +13.4% | -5.5% | +6.6% |
| 6M | +5.4% | +87.4% | -82.0% | -1.2% |
| YTD | -2.6% | +35.9% | -38.4% | -8.2% |
| 1Y | +1.9% | +35.4% | -33.5% | -2.8% |
| All | +1.9% | +34.2% | -32.4% | -2.8% |
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