+33.4%
UBER vs AVTR
-16.2%
+49.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +1.6% | +0.5% | +1.2% | +1.5% |
| 30D | +0.6% | -1.0% | +1.6% | +0.7% |
| 3M | -8.2% | +12.2% | -20.4% | -10.2% |
| 6M | -6.7% | +97.5% | -104.2% | -18.1% |
| YTD | -14.7% | +35.6% | -50.3% | -20.6% |
| 1Y | -24.1% | +32.8% | -56.9% | -29.2% |
| 3Y | +33.4% | -16.5% | +49.9% | +37.4% |
| All | +33.4% | -16.2% | +49.6% | +37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling