+119.0%
PAAS vs AVTR
-64.3%
+183.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -0.9% | -2.1% |
| 7D | -2.9% | +2.7% | -5.6% | -3.4% |
| 30D | +6.8% | +12.1% | -5.3% | +4.7% |
| 3M | -2.9% | +57.2% | -60.1% | -11.2% |
| 6M | -16.4% | +73.1% | -89.5% | -25.1% |
| YTD | 0.0% | +30.6% | -30.6% | -6.3% |
| 1Y | +54.3% | +13.5% | +40.8% | +46.1% |
| 3Y | +230.7% | -31.0% | +261.7% | +244.3% |
| All | +119.0% | -64.3% | +183.3% | +139.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling