+15.0%
PL vs AVTR
+36.7%
-21.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.4% |
| 7D | +13.4% | +0.5% | +12.8% | +13.3% |
| 30D | -10.2% | +1.5% | -11.7% | -10.1% |
| 3M | -39.5% | +14.2% | -53.7% | -39.8% |
| 6M | -65.7% | +97.4% | -163.1% | -68.1% |
| YTD | -27.3% | +37.3% | -64.5% | -31.0% |
| 1Y | +15.0% | +36.8% | -21.8% | +8.8% |
| All | +15.0% | +36.7% | -21.7% | +8.8% |
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 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