+6.8%
NOW vs AVTR
-64.3%
+71.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.5% | -2.5% |
| 7D | -2.4% | +2.7% | -5.1% | -3.2% |
| 30D | +20.5% | +12.1% | +8.5% | +16.2% |
| 3M | +18.3% | +57.2% | -38.9% | +1.3% |
| 6M | +24.1% | +73.1% | -49.0% | +2.6% |
| YTD | -7.8% | +30.6% | -38.4% | -16.9% |
| 1Y | -21.4% | +13.5% | -34.9% | -27.6% |
| 3Y | +19.5% | -31.0% | +50.5% | +26.3% |
| All | +6.8% | -64.3% | +71.2% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling