+35.1%
AVTR vs FHN
+14.6%
+20.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.6% |
| 7D | -6.2% | +2.3% | -8.5% | -7.4% |
| 30D | -1.0% | +1.6% | -2.6% | -2.0% |
| 3M | +14.4% | -8.4% | +22.8% | +20.0% |
| 6M | +95.9% | -2.3% | +98.2% | +96.1% |
| YTD | +36.6% | +1.5% | +35.1% | +32.7% |
| 1Y | +35.1% | +15.0% | +20.1% | +18.3% |
| All | +35.1% | +14.6% | +20.6% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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