-11.5%
SHW vs AVTR
+16.7%
-28.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | -3.1% | -1.1% | -2.0% | -3.0% |
| 30D | -10.0% | +6.3% | -16.4% | -10.7% |
| 3M | +2.3% | +53.3% | -51.1% | -3.3% |
| 6M | +0.7% | +78.6% | -78.0% | -6.7% |
| YTD | +0.5% | +29.2% | -28.7% | -3.7% |
| 1Y | -11.5% | +13.8% | -25.3% | -14.5% |
| All | -11.5% | +16.7% | -28.2% | -14.5% |
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