+75.3%
NFLX vs AVTR
+5.6%
+69.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.8% |
| 7D | -2.0% | +0.5% | -2.4% | -2.1% |
| 30D | -11.9% | -1.0% | -10.9% | -11.9% |
| 3M | -20.6% | +12.2% | -32.8% | -22.6% |
| 6M | -29.0% | +97.5% | -126.5% | -38.9% |
| YTD | -33.7% | +35.6% | -69.3% | -38.7% |
| 1Y | -46.2% | +32.8% | -79.0% | -50.1% |
| 3Y | +39.8% | -16.5% | +56.3% | +36.9% |
| 5Y | -9.0% | -59.1% | +50.2% | +7.5% |
| All | +75.3% | +5.6% | +69.8% | +62.2% |
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