-26.2%
UBER vs AVTR
+37.4%
-63.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.8% |
| 7D | +7.0% | -6.2% | +13.3% | +8.1% |
| 30D | +0.6% | -1.0% | +1.6% | +0.6% |
| 3M | -2.9% | +14.4% | -17.3% | -5.4% |
| 6M | -5.5% | +95.9% | -101.4% | -15.3% |
| YTD | -14.5% | +36.6% | -51.1% | -23.7% |
| 1Y | -26.2% | +35.1% | -61.3% | -33.1% |
| All | -26.2% | +37.4% | -63.6% | -33.1% |
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 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