-23.7%
PATH vs AVTR
-15.2%
-8.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +2.1% |
| 7D | -2.7% | +0.5% | -3.2% | -2.9% |
| 30D | -1.4% | +1.5% | -2.9% | -1.9% |
| 3M | -16.4% | +14.2% | -30.6% | -19.8% |
| 6M | +23.3% | +97.4% | -74.1% | +0.3% |
| YTD | -19.8% | +37.3% | -57.1% | -28.1% |
| 1Y | -8.6% | +36.8% | -45.3% | -18.1% |
| All | -23.7% | -15.2% | -8.5% | -31.0% |
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