+368.5%
PSX vs AVTR
-64.4%
+433.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.1% | +0.9% |
| 7D | +1.8% | +1.6% | +0.3% | +1.6% |
| 30D | +21.6% | +8.4% | +13.3% | +20.3% |
| 3M | +46.5% | +50.2% | -3.7% | +38.1% |
| 6M | +62.0% | +82.6% | -20.6% | +48.0% |
| YTD | +106.3% | +29.8% | +76.5% | +97.8% |
| 1Y | +103.0% | +16.0% | +87.0% | +94.8% |
| 3Y | +135.5% | -26.4% | +162.0% | +138.9% |
| 5Y | +368.5% | -64.5% | +433.0% | +372.0% |
| All | +368.5% | -64.4% | +433.0% | +372.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling