-4.5%
UPS vs AVTR
-16.2%
+11.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +3.8% | +0.5% | +3.3% | +3.7% |
| 30D | +17.4% | -1.0% | +18.4% | +17.5% |
| 3M | +8.2% | +12.2% | -4.0% | +5.9% |
| 6M | +17.9% | +97.5% | -79.5% | +3.4% |
| YTD | +18.7% | +35.6% | -16.9% | +10.7% |
| 1Y | +24.8% | +32.8% | -8.0% | +16.7% |
| 3Y | -4.5% | -16.5% | +12.0% | -14.4% |
| All | -4.5% | -16.2% | +11.6% | -14.4% |
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