+286.8%
SMH vs AVTR
-26.6%
+313.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.5% |
| 7D | +4.3% | +1.6% | +2.8% | +4.0% |
| 30D | +0.9% | +8.4% | -7.5% | -0.5% |
| 3M | -2.8% | +50.2% | -53.0% | -10.6% |
| 6M | +45.6% | +82.6% | -37.0% | +28.5% |
| YTD | +59.5% | +29.8% | +29.6% | +49.5% |
| 1Y | +93.4% | +16.0% | +77.5% | +82.0% |
| All | +286.8% | -26.6% | +313.4% | +297.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling