-0.3%
SPOT vs AVTR
+37.4%
-37.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.2% | +4.5% |
| 7D | +16.6% | -6.2% | +22.8% | +17.6% |
| 30D | +29.9% | -1.0% | +30.9% | +29.9% |
| 3M | +31.3% | +14.4% | +16.9% | +28.0% |
| 6M | +43.2% | +95.9% | -52.7% | +28.1% |
| YTD | +8.1% | +36.6% | -28.5% | -2.0% |
| 1Y | -0.3% | +35.1% | -35.5% | -10.6% |
| All | -0.3% | +37.4% | -37.7% | -10.6% |
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