+119.7%
NDAQ vs AVTR
-13.5%
+133.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.6% | +0.9% |
| 7D | -0.1% | +1.9% | -2.0% | -0.4% |
| 30D | +15.9% | +1.5% | +14.3% | +15.5% |
| 3M | +15.1% | +17.1% | -2.0% | +12.4% |
| 6M | +22.9% | +91.5% | -68.6% | +11.1% |
| YTD | +12.8% | +38.8% | -26.0% | +6.6% |
| 1Y | +26.0% | +37.7% | -11.7% | +19.0% |
| 3Y | +119.7% | -13.5% | +133.2% | +111.3% |
| All | +119.7% | -13.5% | +133.2% | +111.3% |
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