-15.3%
AVTR vs FGI
+1.5%
-16.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.2% |
| 7D | -3.6% | -7.0% | +3.3% | -3.5% |
| 30D | +0.8% | -4.2% | +5.0% | +0.8% |
| 3M | +17.4% | +55.6% | -38.2% | +16.1% |
| 6M | +83.5% | -3.2% | +86.7% | +82.3% |
| YTD | +35.0% | +29.1% | +5.9% | +32.8% |
| 1Y | +36.7% | +51.0% | -14.3% | +34.0% |
| 3Y | -15.3% | +1.5% | -16.8% | -16.2% |
| All | -15.3% | +1.5% | -16.8% | -16.2% |
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