+95.5%
PSX vs AVTR
+36.1%
+59.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.8% |
| 7D | +7.8% | +0.5% | +7.4% | +7.8% |
| 30D | -10.9% | -1.0% | -9.9% | -10.9% |
| 3M | +14.5% | +12.2% | +2.3% | +14.5% |
| 6M | +56.1% | +97.5% | -41.3% | +54.9% |
| YTD | +109.6% | +35.6% | +74.0% | +112.1% |
| 1Y | +95.5% | +32.8% | +62.7% | +98.8% |
| All | +95.5% | +36.1% | +59.4% | +98.8% |
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