+334.8%
PAAS vs AVTR
+8.1%
+326.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | 0.0% | +2.3% |
| 7D | +8.8% | +1.9% | +6.9% | +8.4% |
| 30D | -8.5% | +1.5% | -10.0% | -8.8% |
| 3M | -17.0% | +17.1% | -34.1% | -19.9% |
| 6M | -27.9% | +91.5% | -119.3% | -38.1% |
| YTD | -17.5% | +38.8% | -56.3% | -24.5% |
| 1Y | +22.8% | +37.7% | -14.9% | +12.5% |
| 3Y | +224.2% | -13.5% | +237.7% | +216.6% |
| 5Y | +73.6% | -59.3% | +133.0% | +102.0% |
| All | +334.8% | +8.1% | +326.8% | +260.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling