+2,423.9%
MUU vs AVTR
-39.6%
+2,463.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | +3.6% | -2.0% | +5.6% | +4.2% |
| 30D | +22.3% | +8.1% | +14.3% | +18.5% |
| 3M | -8.2% | +54.2% | -62.4% | -28.7% |
| 6M | +256.3% | +82.6% | +173.8% | +152.4% |
| YTD | +534.4% | +29.8% | +504.6% | +427.3% |
| 1Y | +2,163.5% | +18.0% | +2,145.5% | +1,781.3% |
| All | +2,423.9% | -39.6% | +2,463.5% | +3,194.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling