+226.8%
SOXX vs AVTR
-27.0%
+253.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +2.0% |
| 7D | +1.4% | -1.1% | +2.5% | +1.6% |
| 30D | -3.6% | +6.3% | -9.9% | -4.8% |
| 3M | -10.2% | +53.3% | -63.5% | -18.9% |
| 6M | +54.2% | +78.6% | -24.4% | +34.1% |
| YTD | +75.2% | +29.2% | +46.0% | +62.9% |
| 1Y | +107.5% | +13.8% | +93.7% | +94.4% |
| 3Y | +226.8% | -27.4% | +254.2% | +238.2% |
| All | +226.8% | -27.0% | +253.7% | +238.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling