+35.1%
AVTR vs FND
-10.3%
+45.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.9% | -10.5% | -2.6% |
| 7D | -6.2% | +12.3% | -18.6% | -9.5% |
| 30D | -1.0% | +14.7% | -15.7% | -5.2% |
| 3M | +14.4% | -12.0% | +26.4% | +18.6% |
| 6M | +95.9% | +10.8% | +85.1% | +85.9% |
| YTD | +36.6% | -12.3% | +48.8% | +41.7% |
| 1Y | +35.1% | -13.4% | +48.5% | +40.8% |
| All | +35.1% | -10.3% | +45.4% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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