-2.5%
TEAM vs AVTR
+13.4%
-15.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.3% |
| 7D | -4.7% | +1.6% | -6.2% | -5.1% |
| 30D | +17.0% | +8.4% | +8.7% | +14.7% |
| 3M | +85.9% | +50.2% | +35.7% | +71.4% |
| 6M | +116.7% | +82.6% | +34.1% | +92.7% |
| YTD | +9.6% | +29.8% | -20.2% | +2.4% |
| 1Y | -2.5% | +16.0% | -18.5% | -5.2% |
| All | -2.5% | +13.4% | -15.9% | -5.2% |
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