+42.0%
SOFI vs AVTR
-47.7%
+89.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -4.9% | -1.1% | -3.9% | -4.5% |
| 30D | -3.5% | +6.3% | -9.8% | -5.8% |
| 3M | +3.9% | +53.3% | -49.4% | -15.8% |
| 6M | -6.5% | +78.6% | -85.2% | -29.5% |
| YTD | -33.8% | +29.2% | -63.1% | -42.7% |
| 1Y | -33.3% | +13.8% | -47.1% | -41.1% |
| 3Y | +94.6% | -27.4% | +122.0% | +104.6% |
| 5Y | +13.3% | -65.0% | +78.3% | +102.5% |
| All | +42.0% | -47.7% | +89.6% | +37.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling