+1,335.2%
STX vs AVTR
-27.6%
+1,362.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.8% | +6.4% |
| 7D | +2.4% | +2.7% | -0.3% | +2.2% |
| 30D | +1.4% | +12.1% | -10.7% | +0.7% |
| 3M | -8.2% | +57.2% | -65.5% | -11.7% |
| 6M | +127.0% | +73.1% | +54.0% | +116.0% |
| YTD | +209.1% | +30.6% | +178.5% | +200.7% |
| 1Y | +365.4% | +13.5% | +351.9% | +346.0% |
| All | +1,335.2% | -27.6% | +1,362.8% | +1,396.1% |
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 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