+21.8%
WM vs AVTR
+36.2%
-14.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.6% |
| 7D | +1.2% | +3.2% | -2.0% | +1.2% |
| 30D | +15.2% | +0.5% | +14.8% | +15.3% |
| 3M | +8.3% | +12.1% | -3.8% | +8.6% |
| 6M | +13.1% | +91.2% | -78.0% | +15.3% |
| YTD | +12.5% | +36.3% | -23.8% | +15.1% |
| 1Y | +21.8% | +35.2% | -13.5% | +24.6% |
| All | +21.8% | +36.2% | -14.4% | +24.6% |
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