-59.2%
AVTR vs MUB
+3.6%
-62.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +0.6% |
| 7D | +0.5% | +0.4% | +0.1% | -0.1% |
| 30D | +1.5% | +3.9% | -2.4% | -3.9% |
| 3M | +14.2% | -0.2% | +14.5% | +14.9% |
| 6M | +97.4% | -0.4% | +97.7% | +99.2% |
| YTD | +37.3% | +0.5% | +36.7% | +36.8% |
| 1Y | +36.8% | +0.7% | +36.1% | +36.1% |
| 3Y | -15.2% | +11.1% | -26.3% | -26.6% |
| 5Y | -59.2% | +3.7% | -62.9% | -66.0% |
| All | -59.2% | +3.6% | -62.7% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling