+134.1%
PSX vs AVTR
-25.8%
+159.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.4% |
| 7D | +2.8% | +7.4% | -4.6% | +1.9% |
| 30D | +27.8% | +12.2% | +15.5% | +25.9% |
| 3M | +42.0% | +57.4% | -15.3% | +33.1% |
| 6M | +58.1% | +86.7% | -28.5% | +44.0% |
| YTD | +105.0% | +33.1% | +72.0% | +96.5% |
| 1Y | +104.9% | +16.1% | +88.8% | +97.0% |
| 3Y | +134.1% | -24.6% | +158.7% | +138.2% |
| All | +134.1% | -25.8% | +159.8% | +138.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling