+69.5%
PR vs AVTR
+16.8%
+52.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.6% |
| 7D | +2.9% | +2.7% | +0.2% | +3.0% |
| 30D | +18.0% | +12.1% | +6.0% | +18.4% |
| 3M | +16.9% | +57.2% | -40.4% | +19.7% |
| 6M | +28.2% | +73.1% | -44.9% | +32.6% |
| YTD | +69.3% | +30.6% | +38.7% | +73.7% |
| 1Y | +69.5% | +13.5% | +56.0% | +70.8% |
| All | +69.5% | +16.8% | +52.7% | +70.8% |
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