+34.7%
WAT vs AVTR
+13.4%
+21.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.2% |
| 7D | -1.8% | +1.6% | -3.4% | -2.3% |
| 30D | -1.7% | +8.4% | -10.1% | -4.0% |
| 3M | +9.1% | +50.2% | -41.1% | -4.6% |
| 6M | +32.4% | +82.6% | -50.1% | +8.6% |
| YTD | +6.6% | +29.8% | -23.3% | -5.5% |
| 1Y | +34.7% | +16.0% | +18.7% | +13.9% |
| All | +34.7% | +13.4% | +21.3% | +13.9% |
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