+3.2%
AVTR vs URA
+406.1%
-402.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.6% |
| 7D | +2.7% | +1.1% | +1.6% | +2.4% |
| 30D | +12.1% | +7.4% | +4.7% | +10.0% |
| 3M | +57.2% | -8.4% | +65.6% | +59.8% |
| 6M | +73.1% | -12.7% | +85.8% | +76.6% |
| YTD | +30.6% | +7.8% | +22.8% | +24.4% |
| 1Y | +13.5% | +19.5% | -6.0% | +2.4% |
| 3Y | -31.0% | +116.4% | -147.4% | -51.6% |
| 5Y | -63.2% | +134.3% | -197.5% | -77.1% |
| All | +3.2% | +406.1% | -402.8% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 all: compounded portfolio wealth divided by compounded URA 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…
all analysis · Full analysis span regression · 6 months rolling