+21.0%
PL vs AVTR
+36.1%
-15.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | +10.0% | +0.5% | +9.6% | +10.0% |
| 30D | -2.3% | -1.0% | -1.2% | -2.0% |
| 3M | -44.2% | +12.2% | -56.4% | -44.4% |
| 6M | -66.1% | +97.5% | -163.6% | -68.6% |
| YTD | -30.0% | +35.6% | -65.6% | -33.2% |
| 1Y | +21.0% | +32.8% | -11.8% | +15.1% |
| All | +21.0% | +36.1% | -15.0% | +15.1% |
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