+139.0%
SN vs AVTR
+34.2%
+104.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.9% |
| 7D | +7.6% | -0.1% | +7.7% | +7.6% |
| 30D | +22.4% | -0.6% | +23.1% | +22.5% |
| 3M | +21.7% | +13.4% | +8.3% | +18.8% |
| 6M | +102.8% | +87.4% | +15.5% | +75.9% |
| YTD | +102.4% | +35.9% | +66.5% | +78.3% |
| 1Y | +139.0% | +35.4% | +103.6% | +111.5% |
| All | +139.0% | +34.2% | +104.8% | +111.5% |
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