+42.1%
U vs AVTR
+36.1%
+6.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.8% | +5.5% |
| 7D | +2.6% | +0.5% | +2.1% | +2.3% |
| 30D | +27.6% | -1.0% | +28.6% | +27.7% |
| 3M | +15.3% | +12.2% | +3.1% | +8.1% |
| 6M | +96.4% | +97.5% | -1.1% | +26.2% |
| YTD | +19.6% | +35.6% | -16.0% | +2.0% |
| 1Y | +42.1% | +32.8% | +9.3% | +21.3% |
| All | +42.1% | +36.1% | +6.0% | +21.3% |
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