-61.1%
AVTR vs FLNC
-69.8%
+8.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -8.3% | +5.9% | -1.7% |
| 7D | +1.6% | -4.2% | +5.7% | +1.9% |
| 30D | +8.4% | -20.0% | +28.4% | +10.4% |
| 3M | +50.2% | -56.9% | +107.0% | +60.4% |
| 6M | +82.6% | -35.5% | +118.1% | +82.8% |
| YTD | +29.8% | -48.8% | +78.7% | +31.2% |
| 1Y | +16.0% | +49.3% | -33.3% | -0.6% |
| 3Y | -26.4% | -61.8% | +35.3% | -32.7% |
| All | -61.1% | -69.8% | +8.6% | -66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling