-0.8%
PAAS vs AVTR
+36.2%
-37.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.9% |
| 7D | -7.0% | +3.2% | -10.2% | -7.7% |
| 30D | -15.3% | +0.5% | -15.7% | -15.4% |
| 3M | -27.7% | +12.1% | -39.9% | -29.7% |
| 6M | -40.5% | +91.2% | -131.6% | -50.3% |
| YTD | -26.5% | +36.3% | -62.8% | -36.0% |
| 1Y | -0.8% | +35.2% | -36.0% | -13.6% |
| All | -0.8% | +36.2% | -37.0% | -13.6% |
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