+84.2%
MNST vs AVTR
-64.3%
+148.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | -0.4% |
| 7D | -6.5% | +2.7% | -9.2% | -6.8% |
| 30D | -7.2% | +12.1% | -19.3% | -8.5% |
| 3M | -1.0% | +57.2% | -58.3% | -6.7% |
| 6M | +11.5% | +73.1% | -61.6% | +3.5% |
| YTD | +14.3% | +30.6% | -16.3% | +9.8% |
| 1Y | +38.1% | +13.5% | +24.6% | +34.3% |
| 3Y | +55.0% | -31.0% | +86.0% | +59.4% |
| All | +84.2% | -64.3% | +148.5% | +119.5% |
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 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