+662.1%
MU vs AVTR
+15.8%
+646.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -1.7% |
| 7D | +7.2% | +7.4% | -0.2% | +6.8% |
| 30D | +14.0% | +12.2% | +1.8% | +13.4% |
| 3M | +5.4% | +57.4% | -52.0% | -0.5% |
| 6M | +170.3% | +86.7% | +83.6% | +150.2% |
| YTD | +250.7% | +33.1% | +217.6% | +236.1% |
| 1Y | +662.1% | +16.1% | +646.0% | +602.8% |
| All | +662.1% | +15.8% | +646.3% | +602.8% |
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