-27.4%
AVTR vs FLNC
-62.9%
+35.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -2.9% | -0.6% |
| 7D | -1.1% | -4.1% | +3.0% | -0.8% |
| 30D | +6.3% | -24.8% | +31.1% | +8.4% |
| 3M | +53.3% | -59.1% | +112.4% | +62.6% |
| 6M | +78.6% | -42.0% | +120.6% | +80.4% |
| YTD | +29.2% | -49.8% | +79.0% | +30.5% |
| 1Y | +13.8% | +43.1% | -29.2% | -2.0% |
| 3Y | -27.4% | -61.0% | +33.5% | -33.4% |
| All | -27.4% | -62.9% | +35.4% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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