-20.0%
UNH vs AVTR
-16.2%
-3.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | +3.4% | +0.5% | +2.9% | +3.3% |
| 30D | +3.0% | -1.0% | +4.0% | +3.1% |
| 3M | +2.7% | +12.2% | -9.5% | +1.3% |
| 6M | +2.8% | +97.5% | -94.7% | -5.8% |
| YTD | +25.9% | +35.6% | -9.7% | +19.9% |
| 1Y | +25.8% | +32.8% | -7.0% | +20.1% |
| 3Y | -20.0% | -16.5% | -3.5% | -21.5% |
| All | -20.0% | -16.2% | -3.8% | -21.5% |
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