-65.0%
AVTR vs UUUU
+79.1%
-144.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.1% |
| 7D | -1.1% | -10.5% | +9.4% | -0.3% |
| 30D | +6.3% | -10.5% | +16.8% | +7.0% |
| 3M | +53.3% | -14.1% | +67.4% | +54.5% |
| 6M | +78.6% | -35.5% | +114.1% | +82.6% |
| YTD | +29.2% | -10.9% | +40.2% | +27.2% |
| 1Y | +13.8% | +3.4% | +10.5% | +7.8% |
| 3Y | -27.4% | +73.1% | -100.6% | -38.0% |
| All | -65.0% | +79.1% | -144.1% | -70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling