+44.0%
PAAS vs AVTR
+15.8%
+28.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.5% | -1.0% |
| 7D | +2.0% | +7.4% | -5.4% | +0.8% |
| 30D | -0.1% | +12.2% | -12.3% | -1.9% |
| 3M | +8.2% | +57.4% | -49.1% | -0.1% |
| 6M | -13.8% | +86.7% | -100.5% | -22.7% |
| YTD | -0.6% | +33.1% | -33.7% | -8.8% |
| 1Y | +44.0% | +16.1% | +27.9% | +31.6% |
| All | +44.0% | +15.8% | +28.2% | +31.6% |
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