+13.5%
AVTR vs WU
-8.3%
+21.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -1.3% |
| 7D | +2.7% | -0.8% | +3.5% | +2.8% |
| 30D | +12.1% | -1.1% | +13.2% | +12.2% |
| 3M | +57.2% | -3.9% | +61.1% | +56.7% |
| 6M | +73.1% | -20.7% | +93.7% | +80.1% |
| YTD | +30.6% | -18.4% | +49.0% | +36.0% |
| 1Y | +13.5% | -8.1% | +21.6% | +19.7% |
| All | +13.5% | -8.3% | +21.8% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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