+5.9%
UNH vs AVTR
-64.7%
+70.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.6% |
| 7D | -1.7% | +1.6% | -3.2% | -1.9% |
| 30D | -3.8% | +8.4% | -12.2% | -4.9% |
| 3M | -4.3% | +50.2% | -54.4% | -10.0% |
| 6M | +38.6% | +82.6% | -44.0% | +26.6% |
| YTD | +20.7% | +29.8% | -9.2% | +15.1% |
| 1Y | +16.0% | +16.0% | 0.0% | +11.6% |
| 3Y | -13.5% | -26.4% | +13.0% | -13.4% |
| All | +5.9% | -64.7% | +70.5% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling