+2.6%
AVTR vs UUUU
+395.6%
-393.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.3% | +0.7% |
| 7D | -2.0% | -5.0% | +3.0% | -1.5% |
| 30D | +8.1% | -7.8% | +15.8% | +8.8% |
| 3M | +54.2% | -0.4% | +54.6% | +53.3% |
| 6M | +82.6% | -32.9% | +115.5% | +87.8% |
| YTD | +29.8% | -6.3% | +36.1% | +26.2% |
| 1Y | +18.0% | +7.9% | +10.1% | +9.6% |
| 3Y | -26.4% | +85.2% | -111.6% | -40.1% |
| 5Y | -64.8% | +97.0% | -161.8% | -73.5% |
| All | +2.6% | +395.6% | -393.0% | -53.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling