+145.8%
NOW vs AVTR
+3.6%
+142.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.9% | -6.9% | -5.6% |
| 7D | -6.1% | +7.4% | -13.5% | -8.4% |
| 30D | +7.5% | +12.2% | -4.7% | +3.2% |
| 3M | +17.5% | +57.4% | -39.8% | -0.5% |
| 6M | +7.9% | +86.7% | -78.7% | -14.0% |
| YTD | -12.4% | +33.1% | -45.5% | -22.0% |
| 1Y | -28.6% | +16.1% | -44.7% | -35.0% |
| 3Y | +11.8% | -24.6% | +36.4% | +12.7% |
| 5Y | +2.6% | -63.5% | +66.1% | +39.7% |
| All | +145.8% | +3.6% | +142.2% | +130.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling