+21.6%
SYY vs AVTR
-64.7%
+86.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +2.5% |
| 7D | -0.2% | +1.6% | -1.8% | -0.5% |
| 30D | -2.7% | +8.4% | -11.1% | -3.8% |
| 3M | +5.9% | +50.2% | -44.3% | -0.1% |
| 6M | -2.3% | +82.6% | -84.9% | -10.6% |
| YTD | +13.1% | +29.8% | -16.7% | +8.4% |
| 1Y | +3.8% | +16.0% | -12.2% | +0.1% |
| 3Y | +26.7% | -26.4% | +53.2% | +28.5% |
| All | +21.6% | -64.7% | +86.3% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling