+247.9%
SOXX vs AVTR
-64.6%
+312.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +2.0% |
| 7D | +1.4% | -1.1% | +2.5% | +1.7% |
| 30D | -3.6% | +6.3% | -9.9% | -5.3% |
| 3M | -10.2% | +53.3% | -63.5% | -22.1% |
| 6M | +54.2% | +78.6% | -24.4% | +26.8% |
| YTD | +75.2% | +29.2% | +46.0% | +58.3% |
| 1Y | +107.5% | +13.8% | +93.7% | +90.0% |
| 3Y | +226.8% | -27.4% | +254.2% | +235.8% |
| All | +247.9% | -64.6% | +312.5% | +398.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling