+27.2%
P vs AVTR
+15.8%
+11.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.2% | +1.6% |
| 7D | +7.8% | +7.4% | +0.5% | +7.5% |
| 30D | +12.3% | +12.2% | +0.1% | +11.8% |
| 3M | +37.1% | +57.4% | -20.3% | +32.1% |
| 6M | +66.1% | +86.7% | -20.6% | +55.8% |
| YTD | +50.9% | +33.1% | +17.9% | +50.1% |
| 1Y | +27.2% | +16.1% | +11.1% | +23.8% |
| All | +27.2% | +15.8% | +11.4% | +23.8% |
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