+13.5%
AVTR vs FDS
-17.4%
+30.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.6% |
| 7D | +2.7% | -1.9% | +4.6% | +3.2% |
| 30D | +12.1% | +9.0% | +3.0% | +9.7% |
| 3M | +57.2% | +18.9% | +38.4% | +50.3% |
| 6M | +73.1% | +35.1% | +37.9% | +58.5% |
| YTD | +30.6% | +5.5% | +25.1% | +32.3% |
| 1Y | +13.5% | -16.8% | +30.3% | +17.2% |
| All | +13.5% | -17.4% | +30.9% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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