+3.5%
W vs AVTR
+36.7%
-33.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.3% |
| 7D | -7.4% | +0.5% | -7.9% | -7.5% |
| 30D | +7.8% | +1.5% | +6.3% | +7.2% |
| 3M | +10.9% | +14.2% | -3.4% | +5.5% |
| 6M | +86.4% | +97.4% | -10.9% | +38.0% |
| YTD | +14.0% | +37.3% | -23.3% | -4.3% |
| 1Y | +3.5% | +36.8% | -33.3% | -13.2% |
| All | +3.5% | +36.7% | -33.1% | -13.2% |
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