+35.1%
AVTR vs UUUU
-55.1%
+90.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | -6.2% | -14.4% | +8.2% | -6.1% |
| 30D | -1.0% | -33.6% | +32.6% | -0.7% |
| 3M | +14.4% | -44.2% | +58.6% | +15.1% |
| 6M | +95.9% | -66.8% | +162.7% | +99.0% |
| YTD | +36.6% | -50.6% | +87.2% | +36.6% |
| 1Y | +35.1% | -57.8% | +92.9% | +35.7% |
| All | +35.1% | -55.1% | +90.3% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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