+260.6%
SNDU vs AVTR
+77.2%
+183.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.4% | +25.1% | +23.1% |
| 7D | +35.2% | +2.7% | +32.5% | +36.3% |
| 30D | +50.8% | +12.1% | +38.8% | +57.0% |
| 3M | -43.2% | +57.2% | -100.4% | -47.9% |
| All | +260.6% | +77.2% | +183.5% | +218.5% |
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 · Available span rolling