+76.1%
XBI vs AVTR
+16.8%
+59.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.2% |
| 7D | +0.9% | +2.7% | -1.8% | +0.5% |
| 30D | +7.1% | +12.1% | -5.0% | +5.4% |
| 3M | +22.9% | +57.2% | -34.3% | +14.2% |
| 6M | +29.7% | +73.1% | -43.4% | +18.2% |
| YTD | +34.5% | +30.6% | +3.9% | +26.1% |
| 1Y | +76.1% | +13.5% | +62.6% | +63.9% |
| All | +76.1% | +16.8% | +59.3% | +63.9% |
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