+180.2%
TGT vs AVTR
+3.6%
+176.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -2.9% | -1.5% |
| 7D | -0.6% | +7.4% | -8.0% | -2.2% |
| 30D | +9.5% | +12.2% | -2.7% | +6.7% |
| 3M | +32.3% | +57.4% | -25.1% | +18.7% |
| 6M | +37.0% | +86.7% | -49.6% | +17.8% |
| YTD | +71.0% | +33.1% | +38.0% | +58.0% |
| 1Y | +85.0% | +16.1% | +68.9% | +74.0% |
| 3Y | +46.8% | -24.6% | +71.4% | +48.3% |
| 5Y | -22.7% | -63.5% | +40.7% | -10.7% |
| All | +180.2% | +3.6% | +176.6% | +170.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling