-40.7%
NOW vs AVTR
+37.2%
-77.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.1% | -0.2% |
| 7D | -3.1% | +1.9% | -5.0% | -3.7% |
| 30D | -27.0% | +1.5% | -28.6% | -27.3% |
| 3M | -17.7% | +17.1% | -34.8% | -21.9% |
| 6M | +12.7% | +91.5% | -78.8% | -8.5% |
| YTD | -32.9% | +38.8% | -71.8% | -42.9% |
| All | -40.7% | +37.2% | -77.8% | -49.3% |
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 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