+69.9%
PR vs AVTR
+34.2%
+35.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.1% | +0.9% |
| 7D | -9.5% | -0.1% | -9.4% | -9.5% |
| 30D | -5.7% | -0.6% | -5.1% | -5.7% |
| 3M | +3.0% | +13.4% | -10.4% | +3.5% |
| 6M | +11.8% | +87.4% | -75.6% | +17.8% |
| YTD | +58.5% | +35.9% | +22.6% | +65.3% |
| 1Y | +69.9% | +35.4% | +34.5% | +76.2% |
| All | +69.9% | +34.2% | +35.7% | +76.2% |
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