+51.9%
SN vs AVTR
+16.2%
+35.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.7% |
| 7D | +0.1% | +7.4% | -7.3% | -0.9% |
| 30D | -5.6% | +12.2% | -17.8% | -7.1% |
| 3M | +48.1% | +57.4% | -9.3% | +37.8% |
| 6M | +57.6% | +86.7% | -29.0% | +42.8% |
| YTD | +56.5% | +33.1% | +23.4% | +44.4% |
| All | +51.9% | +16.2% | +35.7% | +42.0% |
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