-21.2%
NOW vs AVTR
-15.7%
-5.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.9% |
| 7D | -1.7% | +3.2% | -4.8% | -2.3% |
| 30D | -27.4% | +0.5% | -27.8% | -27.4% |
| 3M | -19.4% | +12.1% | -31.6% | -21.3% |
| 6M | +13.1% | +91.2% | -78.1% | -0.6% |
| YTD | -34.3% | +36.3% | -70.6% | -39.2% |
| 1Y | -41.8% | +35.2% | -77.0% | -46.1% |
| All | -21.2% | -15.7% | -5.4% | -20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling