+73.1%
UBER vs AVTR
+1.1%
+72.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -4.5% | -2.0% | -2.4% | -3.7% |
| 30D | -7.6% | +8.1% | -15.7% | -10.7% |
| 3M | +5.8% | +54.2% | -48.4% | -13.3% |
| 6M | +0.3% | +82.6% | -82.3% | -24.2% |
| YTD | -11.2% | +29.8% | -41.0% | -22.9% |
| 1Y | -23.0% | +18.0% | -41.0% | -33.4% |
| 3Y | +53.6% | -26.4% | +80.0% | +55.5% |
| 5Y | +81.9% | -64.8% | +146.7% | +178.2% |
| All | +73.1% | +1.1% | +72.0% | +10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling