+183.6%
PAAS vs AVTR
-15.6%
+199.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.1% |
| 7D | +8.4% | -3.6% | +12.0% | +9.0% |
| 30D | -7.2% | +0.8% | -8.0% | -7.3% |
| 3M | -14.0% | +17.4% | -31.4% | -15.9% |
| 6M | -26.8% | +83.5% | -110.3% | -33.2% |
| YTD | -19.8% | +35.0% | -54.8% | -24.6% |
| 1Y | +22.8% | +36.7% | -13.8% | +15.2% |
| 3Y | +183.6% | -15.3% | +199.0% | +132.3% |
| All | +183.6% | -15.6% | +199.2% | +132.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling