+45.2%
UBER vs AVTR
-26.6%
+71.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.4% |
| 7D | -7.0% | +1.6% | -8.6% | -7.3% |
| 30D | -8.9% | +8.4% | -17.3% | -10.3% |
| 3M | +1.0% | +50.2% | -49.2% | -6.6% |
| 6M | -3.7% | +82.6% | -86.3% | -14.2% |
| YTD | -13.0% | +29.8% | -42.9% | -18.3% |
| 1Y | -25.5% | +16.0% | -41.5% | -29.9% |
| All | +45.2% | -26.6% | +71.9% | +49.4% |
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