-8.1%
MSFU vs AVTR
+34.2%
-42.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -4.1% |
| 7D | +4.0% | -0.1% | +4.2% | +4.1% |
| 30D | -2.3% | -0.6% | -1.7% | -2.2% |
| 3M | +7.1% | +13.4% | -6.3% | +6.0% |
| 6M | +48.9% | +87.4% | -38.5% | +31.7% |
| YTD | +2.4% | +35.9% | -33.4% | -8.1% |
| 1Y | -8.1% | +35.4% | -43.5% | -16.4% |
| All | -8.1% | +34.2% | -42.3% | -16.4% |
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