+427.0%
PAAS vs AVTR
+1.7%
+425.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.3% |
| 3M | -2.9% | +57.2% | -60.1% | -12.6% |
| 6M | -16.4% | +73.1% | -89.5% | -26.6% |
| YTD | 0.0% | +30.6% | -30.6% | -7.1% |
| 1Y | +54.3% | +13.5% | +40.8% | +45.5% |
| 3Y | +230.7% | -31.0% | +261.7% | +242.1% |
| 5Y | +111.6% | -63.2% | +174.9% | +151.1% |
| All | +427.0% | +1.7% | +425.3% | +343.9% |
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