+79.0%
SLB vs AVTR
+3.6%
+75.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.2% |
| 7D | +0.4% | +7.4% | -7.0% | -1.6% |
| 30D | +13.6% | +12.2% | +1.4% | +9.9% |
| 3M | +1.5% | +57.4% | -55.9% | -11.9% |
| 6M | +23.0% | +86.7% | -63.6% | +0.9% |
| YTD | +51.2% | +33.1% | +18.1% | +36.5% |
| 1Y | +63.5% | +16.1% | +47.3% | +49.9% |
| 3Y | +2.5% | -24.6% | +27.1% | +3.1% |
| 5Y | +139.2% | -63.5% | +202.7% | +202.7% |
| All | +79.0% | +3.6% | +75.4% | +20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling