+2.6%
AVTR vs UUUU
+429.1%
-426.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | +1.6% | +1.8% | -0.2% | +1.4% |
| 30D | +8.4% | +1.8% | +6.6% | +8.0% |
| 3M | +50.2% | +1.3% | +48.9% | +49.1% |
| 6M | +82.6% | -26.8% | +109.4% | +86.1% |
| YTD | +29.8% | +0.1% | +29.8% | +25.4% |
| 1Y | +16.0% | +11.2% | +4.7% | +7.5% |
| 3Y | -26.4% | +97.7% | -124.1% | -40.5% |
| 5Y | -64.5% | +127.3% | -191.8% | -73.7% |
| All | +2.6% | +429.1% | -426.5% | -53.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling