+2,683.6%
MUU vs AVTR
-39.6%
+2,723.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +6.5% |
| 7D | +15.0% | +1.6% | +13.5% | +14.1% |
| 30D | +36.8% | +8.4% | +28.4% | +32.4% |
| 3M | -8.5% | +50.2% | -58.7% | -27.8% |
| 6M | +320.7% | +82.6% | +238.2% | +198.0% |
| YTD | +599.7% | +29.8% | +569.8% | +481.5% |
| 1Y | +2,569.2% | +16.0% | +2,553.2% | +2,145.7% |
| All | +2,683.6% | -39.6% | +2,723.2% | +3,533.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling