+41.0%
XLE vs AVTR
+37.2%
+3.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.6% |
| 7D | -7.9% | +1.9% | -9.8% | -7.9% |
| 30D | -4.8% | +1.5% | -6.4% | -4.8% |
| 3M | +8.4% | +17.1% | -8.7% | +9.1% |
| 6M | +12.7% | +91.5% | -78.8% | +17.0% |
| YTD | +41.3% | +38.8% | +2.5% | +47.5% |
| All | +41.0% | +37.2% | +3.9% | +46.9% |
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