+28.2%
PH vs AVTR
+16.8%
+11.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.1% |
| 7D | -3.1% | +2.7% | -5.7% | -3.2% |
| 30D | -3.2% | +12.1% | -15.3% | -3.9% |
| 3M | +10.6% | +57.2% | -46.7% | +6.1% |
| 6M | -2.1% | +73.1% | -75.2% | -7.1% |
| YTD | +10.2% | +30.6% | -20.4% | +6.8% |
| 1Y | +28.2% | +13.5% | +14.7% | +23.0% |
| All | +28.2% | +16.8% | +11.5% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling