+86.3%
UNH vs AVTR
+1.7%
+84.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.7% |
| 7D | +1.1% | +2.7% | -1.6% | +0.5% |
| 30D | -3.8% | +12.1% | -15.8% | -6.1% |
| 3M | +0.7% | +57.2% | -56.5% | -9.1% |
| 6M | +37.9% | +73.1% | -35.2% | +21.5% |
| YTD | +21.9% | +30.6% | -8.7% | +13.4% |
| 1Y | +31.4% | +13.5% | +17.9% | +24.4% |
| 3Y | -11.4% | -31.0% | +19.6% | -9.2% |
| 5Y | +2.5% | -63.2% | +65.8% | +22.7% |
| All | +86.3% | +1.7% | +84.6% | +49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling