+87.6%
SMH vs AVTR
+16.7%
+70.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.5% |
| 7D | +0.3% | -1.1% | +1.3% | +0.3% |
| 30D | -2.8% | +6.3% | -9.1% | -3.1% |
| 3M | -6.7% | +53.3% | -60.0% | -10.9% |
| 6M | +41.8% | +78.6% | -36.9% | +32.6% |
| YTD | +57.9% | +29.2% | +28.6% | +50.6% |
| 1Y | +87.6% | +13.8% | +73.8% | +74.4% |
| All | +87.6% | +16.7% | +70.9% | +74.4% |
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