+34.1%
MSCI vs AVTR
-15.6%
+49.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.5% | -2.5% |
| 7D | +2.8% | -3.6% | +6.4% | +3.2% |
| 30D | +15.4% | +0.8% | +14.6% | +15.3% |
| 3M | +13.4% | +17.4% | -4.0% | +11.4% |
| 6M | +10.9% | +83.5% | -72.6% | +2.9% |
| YTD | +13.0% | +35.0% | -22.0% | +8.2% |
| 1Y | +12.0% | +36.7% | -24.6% | +7.0% |
| 3Y | +34.1% | -15.3% | +49.4% | +30.8% |
| All | +34.1% | -15.6% | +49.7% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling