+55.9%
SOXL vs AVTR
+37.4%
+18.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.2% | -8.9% |
| 7D | -37.9% | -6.2% | -31.7% | -37.1% |
| 30D | -59.4% | -1.0% | -58.4% | -59.2% |
| 3M | -52.3% | +14.4% | -66.7% | -53.1% |
| 6M | -47.7% | +95.9% | -143.6% | -61.0% |
| YTD | +58.8% | +36.6% | +22.2% | +30.9% |
| 1Y | +55.9% | +35.1% | +20.7% | +26.4% |
| All | +55.9% | +37.4% | +18.5% | +26.4% |
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 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