-64.8%
AVTR vs MUB
+0.7%
-65.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +1.1% |
| 7D | -2.0% | -1.2% | -0.8% | -0.2% |
| 30D | +8.1% | -2.8% | +10.8% | +12.7% |
| 3M | +54.2% | -3.1% | +57.2% | +61.6% |
| 6M | +82.6% | -2.9% | +85.4% | +91.0% |
| YTD | +29.8% | -2.0% | +31.9% | +34.2% |
| 1Y | +18.0% | 0.0% | +18.0% | +18.9% |
| 3Y | -26.4% | +7.4% | -33.9% | -33.1% |
| 5Y | -64.8% | +0.8% | -65.6% | -68.4% |
| All | -64.8% | +0.7% | -65.6% | -68.4% |
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