-37.6%
SMCI vs AVTR
+37.4%
-75.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.4% | -6.1% | -5.8% |
| 7D | -17.3% | -6.2% | -11.1% | -15.3% |
| 30D | -31.5% | -1.0% | -30.5% | -31.2% |
| 3M | -6.6% | +14.4% | -21.0% | -11.4% |
| 6M | +6.0% | +95.9% | -89.9% | -29.1% |
| YTD | +1.1% | +36.6% | -35.4% | -23.0% |
| 1Y | -37.6% | +35.1% | -72.7% | -52.4% |
| All | -37.6% | +37.4% | -75.0% | -52.4% |
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