+13.5%
AVTR vs FGI
+81.8%
-68.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +7.5% | -9.0% | -1.5% |
| 7D | +2.7% | +0.5% | +2.1% | +2.7% |
| 30D | +12.1% | +65.4% | -53.4% | +10.7% |
| 3M | +57.2% | +23.5% | +33.7% | +55.9% |
| 6M | +73.1% | +60.5% | +12.5% | +69.2% |
| YTD | +30.6% | +30.0% | +0.6% | +28.2% |
| 1Y | +13.5% | +82.1% | -68.6% | +9.9% |
| All | +13.5% | +81.8% | -68.3% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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