+253.8%
PH vs AVTR
-63.6%
+317.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.1% |
| 7D | +0.4% | +7.4% | -7.0% | -1.3% |
| 30D | -10.8% | +12.2% | -23.0% | -13.2% |
| 3M | +8.5% | +57.4% | -48.9% | -3.8% |
| 6M | +3.9% | +86.7% | -82.7% | -12.3% |
| YTD | +9.4% | +33.1% | -23.7% | +0.3% |
| 1Y | +26.8% | +16.1% | +10.6% | +18.0% |
| 3Y | +140.8% | -24.6% | +165.4% | +146.6% |
| 5Y | +253.8% | -63.5% | +317.3% | +326.4% |
| All | +253.8% | -63.6% | +317.4% | +326.4% |
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