-50.7%
PYPL vs AVTR
+1.7%
-52.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.5% |
| 7D | +2.7% | +2.7% | 0.0% | +1.7% |
| 30D | -4.9% | +12.1% | -16.9% | -8.8% |
| 3M | +28.9% | +57.2% | -28.4% | +7.9% |
| 6M | +18.2% | +73.1% | -54.8% | -5.1% |
| YTD | -5.0% | +30.6% | -35.7% | -15.7% |
| 1Y | -18.8% | +13.5% | -32.3% | -25.9% |
| 3Y | -12.6% | -31.0% | +18.4% | -7.1% |
| 5Y | -80.8% | -63.2% | -17.5% | -74.1% |
| All | -50.7% | +1.7% | -52.4% | -56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling