+27.2%
NFLX vs AVTR
-64.4%
+91.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.5% |
| 7D | -8.1% | +1.6% | -9.7% | -8.4% |
| 30D | -0.3% | +8.4% | -8.7% | -1.8% |
| 3M | -6.6% | +50.2% | -56.8% | -13.6% |
| 6M | -22.7% | +82.6% | -105.2% | -31.3% |
| YTD | -18.9% | +29.8% | -48.8% | -23.4% |
| 1Y | -39.8% | +16.0% | -55.8% | -42.8% |
| 3Y | +71.7% | -26.4% | +98.1% | +74.9% |
| 5Y | +27.2% | -64.5% | +91.7% | +77.8% |
| All | +27.2% | -64.4% | +91.7% | +77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling