+87.0%
PR vs AVTR
+37.4%
+49.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.4% | -6.9% | -6.5% |
| 7D | -12.1% | -6.2% | -5.9% | -12.2% |
| 30D | +0.9% | -1.0% | +1.9% | +0.9% |
| 3M | +10.1% | +14.4% | -4.3% | +10.7% |
| 6M | +1.1% | +95.9% | -94.8% | +7.1% |
| YTD | +63.7% | +36.6% | +27.1% | +71.0% |
| 1Y | +87.0% | +35.1% | +51.9% | +93.7% |
| All | +87.0% | +37.4% | +49.6% | +93.7% |
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