+247.8%
NDAQ vs AVTR
+1.1%
+246.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.4% |
| 7D | -1.6% | +1.6% | -3.1% | -1.9% |
| 30D | -1.5% | +8.4% | -9.8% | -3.2% |
| 3M | +8.0% | +50.2% | -42.1% | -1.6% |
| 6M | +7.7% | +82.6% | -74.8% | -6.3% |
| YTD | -2.3% | +29.8% | -32.2% | -8.9% |
| 1Y | +0.6% | +16.0% | -15.4% | -5.2% |
| 3Y | +90.9% | -26.4% | +117.4% | +93.8% |
| 5Y | +52.5% | -64.5% | +116.9% | +82.0% |
| All | +247.8% | +1.1% | +246.7% | +219.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling