-26.4%
NOW vs AVTR
-60.1%
+33.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.1% |
| 7D | -3.0% | -3.6% | +0.6% | -1.8% |
| 30D | -26.0% | +0.8% | -26.8% | -26.2% |
| 3M | -13.1% | +17.4% | -30.5% | -17.6% |
| 6M | +14.5% | +83.5% | -69.0% | -7.2% |
| YTD | -33.4% | +35.0% | -68.4% | -40.7% |
| 1Y | -40.6% | +36.7% | -77.3% | -47.5% |
| 3Y | -16.3% | -15.3% | -1.0% | -20.8% |
| All | -26.4% | -60.1% | +33.7% | +26.5% |
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 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