+285.3%
WMB vs AVTR
-63.6%
+348.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.4% | +2.2% |
| 7D | +0.8% | +7.4% | -6.6% | +0.4% |
| 30D | +7.7% | +12.2% | -4.5% | +7.0% |
| 3M | +6.7% | +57.4% | -50.7% | +3.8% |
| 6M | +3.6% | +86.7% | -83.0% | -0.4% |
| YTD | +28.0% | +33.1% | -5.1% | +25.7% |
| 1Y | +37.6% | +16.1% | +21.5% | +35.9% |
| 3Y | +149.0% | -24.6% | +173.6% | +153.1% |
| 5Y | +285.3% | -63.5% | +348.8% | +296.8% |
| All | +285.3% | -63.6% | +348.9% | +296.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling