-17.1%
AVTR vs FGI
+2.3%
-19.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.2% | -3.3% |
| 7D | -9.2% | -11.6% | +2.4% | -9.1% |
| 30D | -1.9% | -3.3% | +1.4% | -1.9% |
| 3M | +13.3% | +65.6% | -52.3% | +12.0% |
| 6M | +88.1% | -2.8% | +90.9% | +86.9% |
| YTD | +32.1% | +30.1% | +2.0% | +29.9% |
| 1Y | +30.7% | +50.2% | -19.4% | +28.2% |
| All | -17.1% | +2.3% | -19.4% | -18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling