+41.1%
PWR vs AVTR
+36.1%
+5.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | +11.3% | +0.5% | +10.8% | +11.3% |
| 30D | -8.9% | -1.0% | -7.8% | -9.0% |
| 3M | -10.5% | +12.2% | -22.7% | -9.6% |
| 6M | -22.2% | +97.5% | -119.6% | -23.0% |
| YTD | +42.7% | +35.6% | +7.1% | +44.0% |
| 1Y | +41.1% | +32.8% | +8.3% | +42.7% |
| All | +41.1% | +36.1% | +5.0% | +42.7% |
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