+120.8%
NFLX vs AVTR
+1.7%
+119.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.4% | -3.9% | -5.0% |
| 7D | -4.2% | +2.7% | -6.9% | -4.8% |
| 30D | +5.5% | +12.1% | -6.6% | +3.0% |
| 3M | -4.1% | +57.2% | -61.3% | -13.1% |
| 6M | -20.7% | +73.1% | -93.8% | -29.9% |
| YTD | -16.5% | +30.6% | -47.2% | -22.0% |
| 1Y | -37.8% | +13.5% | -51.3% | -41.0% |
| 3Y | +77.9% | -31.0% | +108.9% | +83.6% |
| 5Y | +32.5% | -63.2% | +95.7% | +60.5% |
| All | +120.8% | +1.7% | +119.1% | +106.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling