+49.5%
TXN vs AVTR
+16.7%
+32.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +3.8% |
| 7D | +4.0% | -1.1% | +5.0% | +4.0% |
| 30D | -2.9% | +6.3% | -9.2% | -3.0% |
| 3M | -9.1% | +53.3% | -62.4% | -10.9% |
| 6M | +36.6% | +78.6% | -42.0% | +32.6% |
| YTD | +57.5% | +29.2% | +28.3% | +57.7% |
| 1Y | +49.5% | +13.8% | +35.7% | +54.2% |
| All | +49.5% | +16.7% | +32.8% | +54.2% |
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