+245.0%
SLV vs AVTR
+6.9%
+238.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | +0.3% |
| 7D | -1.1% | +0.5% | -1.6% | -1.1% |
| 30D | -14.2% | +1.5% | -15.7% | -14.3% |
| 3M | -20.3% | +14.2% | -34.6% | -21.5% |
| 6M | -40.2% | +97.4% | -137.6% | -44.7% |
| YTD | -27.6% | +37.3% | -64.8% | -30.7% |
| 1Y | +0.4% | +36.8% | -36.4% | -3.9% |
| 3Y | +129.4% | -15.2% | +144.6% | +126.9% |
| 5Y | +99.8% | -59.2% | +159.0% | +113.4% |
| All | +245.0% | +6.9% | +238.2% | +207.2% |
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