+32.8%
NET vs AVTR
+16.8%
+16.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.5% | -1.7% |
| 7D | -7.0% | +2.7% | -9.7% | -7.4% |
| 30D | -4.8% | +12.1% | -16.8% | -6.7% |
| 3M | +3.8% | +57.2% | -53.4% | -4.9% |
| 6M | +50.0% | +73.1% | -23.0% | +34.3% |
| YTD | +41.5% | +30.6% | +10.8% | +30.2% |
| 1Y | +32.8% | +13.5% | +19.3% | +19.7% |
| All | +32.8% | +16.8% | +16.1% | +19.7% |
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