-14.6%
TEAM vs AVTR
-25.8%
+11.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.9% | -8.8% | -7.4% |
| 7D | -5.7% | +7.4% | -13.1% | -7.5% |
| 30D | +18.3% | +12.2% | +6.1% | +14.8% |
| 3M | +80.2% | +57.4% | +22.8% | +60.5% |
| 6M | +111.0% | +86.7% | +24.3% | +79.4% |
| YTD | +8.8% | +33.1% | -24.3% | +0.3% |
| 1Y | +2.2% | +16.1% | -14.0% | -4.3% |
| 3Y | -14.6% | -24.6% | +10.0% | -10.0% |
| All | -14.6% | -25.8% | +11.2% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling