+96.2%
SMH vs AVTR
+16.8%
+79.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.1% | +2.7% |
| 7D | +2.5% | +2.7% | -0.2% | +2.3% |
| 30D | -0.5% | +12.1% | -12.5% | -1.1% |
| 3M | -9.6% | +57.2% | -66.9% | -13.9% |
| 6M | +42.1% | +73.1% | -31.0% | +33.3% |
| YTD | +57.4% | +30.6% | +26.8% | +50.2% |
| 1Y | +96.2% | +13.5% | +82.7% | +83.6% |
| All | +96.2% | +16.8% | +79.5% | +83.6% |
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