+189.8%
MU vs AVTR
+37.2%
+152.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.4% | +6.2% |
| 7D | -12.0% | +1.9% | -14.0% | -12.1% |
| 30D | -28.7% | +1.5% | -30.3% | -28.7% |
| 3M | -16.4% | +17.1% | -33.5% | -16.0% |
| 6M | -1.8% | +91.5% | -93.3% | -5.7% |
| YTD | +157.1% | +38.8% | +118.2% | +145.1% |
| All | +189.8% | +37.2% | +152.6% | +170.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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