+3.2%
AVTR vs FHN
+131.8%
-128.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | +2.7% | +1.2% | +1.5% | +2.4% |
| 30D | +12.1% | -4.7% | +16.8% | +13.5% |
| 3M | +57.2% | +3.5% | +53.7% | +55.5% |
| 6M | +73.1% | +7.8% | +65.2% | +69.2% |
| YTD | +30.6% | +5.9% | +24.8% | +28.4% |
| 1Y | +13.5% | +12.5% | +1.0% | +9.5% |
| 3Y | -31.0% | +117.2% | -148.2% | -44.9% |
| 5Y | -63.2% | +86.5% | -149.8% | -71.8% |
| All | +3.2% | +131.8% | -128.5% | -33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling