-58.6%
MSTR vs AVTR
+15.8%
-74.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.9% | -6.3% | -5.0% |
| 7D | +9.3% | +7.4% | +1.9% | +7.0% |
| 30D | +36.5% | +12.2% | +24.3% | +32.1% |
| 3M | +7.3% | +57.4% | -50.1% | -8.0% |
| 6M | +2.2% | +86.7% | -84.4% | -18.1% |
| YTD | -10.2% | +33.1% | -43.2% | -18.1% |
| 1Y | -58.6% | +16.1% | -74.8% | -62.1% |
| All | -58.6% | +15.8% | -74.4% | -62.1% |
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