+45.8%
ON vs AVTR
+17.0%
+28.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -4.7% | -2.0% | -2.7% | -4.6% |
| 30D | -13.5% | +8.1% | -21.5% | -13.8% |
| 3M | -36.3% | +54.2% | -90.5% | -39.1% |
| 6M | +17.8% | +82.6% | -64.8% | +9.7% |
| YTD | +29.6% | +29.8% | -0.3% | +25.6% |
| 1Y | +45.8% | +18.0% | +27.8% | +39.2% |
| All | +45.8% | +17.0% | +28.8% | +39.2% |
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