-53.1%
TEAM vs AVTR
-64.4%
+11.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.8% |
| 7D | -4.7% | +1.6% | -6.2% | -5.4% |
| 30D | +17.0% | +8.4% | +8.7% | +13.0% |
| 3M | +85.9% | +50.2% | +35.7% | +55.7% |
| 6M | +116.7% | +82.6% | +34.1% | +65.5% |
| YTD | +9.6% | +29.8% | -20.2% | -3.6% |
| 1Y | -2.5% | +16.0% | -18.5% | -13.2% |
| 3Y | -14.0% | -26.4% | +12.5% | -10.4% |
| 5Y | -53.1% | -64.5% | +11.4% | -8.1% |
| All | -53.1% | -64.4% | +11.4% | -8.1% |
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