-23.0%
UBER vs AVTR
+17.0%
-40.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -4.5% | -2.0% | -2.4% | -4.3% |
| 30D | -7.6% | +8.1% | -15.7% | -8.4% |
| 3M | +5.8% | +54.2% | -48.4% | +1.4% |
| 6M | +0.3% | +82.6% | -82.3% | -4.9% |
| YTD | -11.2% | +29.8% | -41.0% | -16.3% |
| 1Y | -23.0% | +18.0% | -41.0% | -26.9% |
| All | -23.0% | +17.0% | -40.0% | -26.9% |
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