+199.3%
PAAS vs AVTR
-16.2%
+215.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -8.9% | +0.5% | -9.4% | -8.9% |
| 30D | -11.4% | -1.0% | -10.4% | -11.3% |
| 3M | -20.4% | +12.2% | -32.6% | -21.8% |
| 6M | -40.7% | +97.5% | -138.2% | -46.4% |
| YTD | -26.9% | +35.6% | -62.5% | -31.4% |
| 1Y | -3.1% | +32.8% | -35.9% | -8.8% |
| 3Y | +199.3% | -16.5% | +215.7% | +163.0% |
| All | +199.3% | -16.2% | +215.4% | +163.0% |
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