-14.3%
UNH vs AVTR
-26.6%
+12.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.2% | -2.0% | -1.1% | -2.9% |
| 30D | -3.5% | +8.1% | -11.5% | -4.3% |
| 3M | -4.2% | +54.2% | -58.4% | -9.3% |
| 6M | +38.3% | +82.6% | -44.3% | +28.1% |
| YTD | +19.2% | +29.8% | -10.6% | +14.4% |
| 1Y | +15.0% | +18.0% | -3.0% | +11.0% |
| All | -14.3% | -26.6% | +12.3% | -14.5% |
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