-45.7%
USAR vs AVTR
+36.8%
-82.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.2% |
| 7D | +8.8% | +3.2% | +5.6% | +8.0% |
| 30D | -28.5% | +0.5% | -28.9% | -28.3% |
| 3M | -56.2% | +12.1% | -68.3% | -57.2% |
| 6M | -68.4% | +91.2% | -159.6% | -75.8% |
| YTD | -32.2% | +36.3% | -68.5% | -44.7% |
| All | -45.7% | +36.8% | -82.4% | -55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling