-64.5%
AVTR vs WU
-51.4%
-13.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -2.2% |
| 7D | +1.6% | -4.9% | +6.5% | +3.2% |
| 30D | +8.4% | -1.3% | +9.7% | +8.7% |
| 3M | +50.2% | -3.6% | +53.7% | +49.5% |
| 6M | +82.6% | -24.3% | +106.9% | +97.7% |
| YTD | +29.8% | -21.1% | +50.9% | +38.4% |
| 1Y | +16.0% | -10.3% | +26.3% | +17.0% |
| 3Y | -26.4% | -28.4% | +1.9% | -20.5% |
| 5Y | -64.5% | -51.2% | -13.3% | -60.9% |
| All | -64.5% | -51.4% | -13.1% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling