+230.9%
SPOT vs AVTR
-26.6%
+257.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -6.9% | -2.0% | -4.8% | -6.7% |
| 30D | +4.1% | +8.1% | -3.9% | +3.5% |
| 3M | +3.7% | +54.2% | -50.5% | +0.2% |
| 6M | -1.6% | +82.6% | -84.2% | -6.2% |
| YTD | -10.2% | +29.8% | -40.0% | -12.9% |
| 1Y | -25.9% | +18.0% | -43.9% | -28.3% |
| All | +230.9% | -26.6% | +257.5% | +256.7% |
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