-71.5%
U vs AVTR
-59.8%
-11.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.0% |
| 7D | +24.4% | -0.1% | +24.5% | +24.1% |
| 30D | +7.4% | -0.6% | +8.0% | +7.2% |
| 3M | +16.8% | +13.4% | +3.4% | +7.6% |
| 6M | +78.8% | +87.4% | -8.6% | +20.4% |
| YTD | +14.0% | +35.9% | -21.9% | -6.5% |
| 1Y | +16.7% | +35.4% | -18.7% | -4.7% |
| 3Y | +86.4% | -16.1% | +102.5% | +75.0% |
| 5Y | -71.5% | -59.4% | -12.1% | -43.1% |
| All | -71.5% | -59.8% | -11.7% | -43.1% |
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