+2.9%
SPGI vs AVTR
+37.4%
-34.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.3% |
| 7D | +7.2% | -6.2% | +13.4% | +8.1% |
| 30D | +23.2% | -1.0% | +24.2% | +23.3% |
| 3M | +17.0% | +14.4% | +2.6% | +14.6% |
| 6M | +20.4% | +95.9% | -75.5% | +5.6% |
| YTD | -1.9% | +36.6% | -38.5% | -7.3% |
| 1Y | +2.9% | +35.1% | -32.2% | -2.1% |
| All | +2.9% | +37.4% | -34.5% | -2.1% |
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