+322.6%
PAAS vs AVTR
+5.1%
+317.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.0% |
| 7D | +8.4% | -3.6% | +12.0% | +9.3% |
| 30D | -7.2% | +0.8% | -8.0% | -7.4% |
| 3M | -14.0% | +17.4% | -31.4% | -17.0% |
| 6M | -26.8% | +83.5% | -110.3% | -36.5% |
| YTD | -19.8% | +35.0% | -54.8% | -26.1% |
| 1Y | +22.8% | +36.7% | -13.8% | +12.7% |
| 3Y | +183.6% | -15.3% | +199.0% | +178.2% |
| 5Y | +73.8% | -59.5% | +133.3% | +102.3% |
| All | +322.6% | +5.1% | +317.5% | +252.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling