-24.6%
AVTR vs MUB
+8.8%
-33.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +7.4% | -0.3% | +7.7% | +7.9% |
| 30D | +12.2% | -1.5% | +13.8% | +15.1% |
| 3M | +57.4% | -1.9% | +59.3% | +62.7% |
| 6M | +86.7% | -1.7% | +88.4% | +92.4% |
| YTD | +33.1% | -0.8% | +33.9% | +35.3% |
| 1Y | +16.1% | +1.5% | +14.7% | +14.6% |
| 3Y | -24.6% | +8.8% | -33.4% | -34.1% |
| All | -24.6% | +8.8% | -33.4% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling