-27.1%
AVTR vs UUUU
+83.7%
-110.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.3% | +0.1% |
| 7D | -2.0% | -5.0% | +3.0% | -1.9% |
| 30D | +8.1% | -7.8% | +15.8% | +8.2% |
| 3M | +54.2% | -0.4% | +54.6% | +54.3% |
| 6M | +82.6% | -32.9% | +115.5% | +83.9% |
| YTD | +29.8% | -6.3% | +36.1% | +29.2% |
| 1Y | +18.0% | +7.9% | +10.1% | +14.6% |
| All | -27.1% | +83.7% | -110.8% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling