+39.3%
MTZ vs AVTR
+15.8%
+23.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +3.9% |
| 7D | +3.6% | +7.4% | -3.8% | +4.1% |
| 30D | -9.6% | +12.2% | -21.9% | -8.9% |
| 3M | -31.9% | +57.4% | -89.3% | -31.0% |
| 6M | -13.8% | +86.7% | -100.5% | -13.0% |
| YTD | +13.3% | +33.1% | -19.8% | +14.6% |
| 1Y | +39.3% | +16.1% | +23.1% | +38.2% |
| All | +39.3% | +15.8% | +23.5% | +38.2% |
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