+181.2%
SU vs AVTR
+3.6%
+177.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.0% | +0.5% |
| 7D | -1.0% | +7.4% | -8.4% | -2.3% |
| 30D | +13.7% | +12.2% | +1.5% | +11.1% |
| 3M | +8.0% | +57.4% | -49.4% | -1.9% |
| 6M | +21.0% | +86.7% | -65.7% | +5.4% |
| YTD | +56.2% | +33.1% | +23.2% | +45.6% |
| 1Y | +72.2% | +16.1% | +56.1% | +62.4% |
| 3Y | +118.1% | -24.6% | +142.7% | +118.9% |
| 5Y | +350.3% | -63.5% | +413.8% | +448.8% |
| All | +181.2% | +3.6% | +177.6% | +104.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling