+75.8%
PR vs AVTR
+35.2%
+40.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.3% | +1.9% |
| 7D | -16.4% | -3.6% | -12.8% | -16.4% |
| 30D | -1.9% | +0.8% | -2.7% | -1.8% |
| 3M | +8.0% | +17.4% | -9.4% | +8.6% |
| 6M | +4.1% | +83.5% | -79.4% | +9.2% |
| YTD | +58.7% | +35.0% | +23.7% | +65.6% |
| 1Y | +75.8% | +36.7% | +39.2% | +82.8% |
| All | +75.8% | +35.2% | +40.6% | +82.8% |
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