+27.5%
SYY vs AVTR
-26.6%
+54.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.5% | -2.0% | +3.6% | +1.7% |
| 30D | -2.3% | +8.1% | -10.4% | -3.1% |
| 3M | +5.5% | +54.2% | -48.7% | +0.8% |
| 6M | -1.0% | +82.6% | -83.5% | -7.2% |
| YTD | +14.1% | +29.8% | -15.7% | +10.7% |
| 1Y | +5.6% | +18.0% | -12.4% | +2.7% |
| All | +27.5% | -26.6% | +54.1% | +28.4% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling