+77.8%
UNH vs AVTR
+0.6%
+77.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -4.5% | -1.1% | -3.5% | -4.3% |
| 30D | -6.5% | +6.3% | -12.9% | -7.8% |
| 3M | -6.0% | +53.3% | -59.3% | -14.7% |
| 6M | +33.7% | +78.6% | -45.0% | +17.0% |
| YTD | +16.4% | +29.2% | -12.8% | +8.5% |
| 1Y | +10.1% | +13.8% | -3.8% | +4.2% |
| 3Y | -16.3% | -27.4% | +11.1% | -15.4% |
| 5Y | +2.1% | -65.0% | +67.1% | +24.0% |
| All | +77.8% | +0.6% | +77.2% | +43.0% |
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