+730.4%
URI vs AVTR
+1.7%
+728.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.1% | +2.2% |
| 7D | -2.0% | +2.7% | -4.7% | -3.0% |
| 30D | -12.9% | +12.1% | -25.0% | -16.8% |
| 3M | -6.7% | +57.2% | -64.0% | -23.1% |
| 6M | +19.0% | +73.1% | -54.1% | -6.4% |
| YTD | +25.5% | +30.6% | -5.1% | +10.1% |
| 1Y | +5.5% | +13.5% | -8.0% | -4.9% |
| 3Y | +111.3% | -31.0% | +142.3% | +124.9% |
| 5Y | +198.6% | -63.2% | +261.8% | +312.7% |
| All | +730.4% | +1.7% | +728.7% | +528.0% |
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