+1,928.2%
SMCI vs AVTR
+3.6%
+1,924.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.1% |
| 7D | +9.7% | +7.4% | +2.3% | +7.1% |
| 30D | +29.3% | +12.2% | +17.1% | +24.5% |
| 3M | -8.5% | +57.4% | -65.9% | -23.0% |
| 6M | +28.6% | +86.7% | -58.1% | +2.5% |
| YTD | +37.5% | +33.1% | +4.5% | +22.2% |
| 1Y | +0.5% | +16.1% | -15.6% | -8.8% |
| 3Y | +43.4% | -24.6% | +68.1% | +44.3% |
| 5Y | +1,008.2% | -63.5% | +1,071.7% | +1,313.0% |
| All | +1,928.2% | +3.6% | +1,924.6% | +1,555.8% |
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