-7.4%
T vs AVTR
+36.7%
-44.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | +1.6% |
| 7D | +2.0% | +0.5% | +1.5% | +2.0% |
| 30D | -1.0% | +1.5% | -2.6% | -0.9% |
| 3M | -8.1% | +14.2% | -22.3% | -6.8% |
| 6M | -8.3% | +97.4% | -105.6% | -0.2% |
| YTD | -6.1% | +37.3% | -43.4% | -3.2% |
| 1Y | -7.4% | +36.8% | -44.2% | -4.5% |
| All | -7.4% | +36.7% | -44.0% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling