-66.3%
AVTR vs FRSH
-72.5%
+6.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -1.1% | -6.6% | +5.5% | +0.3% |
| 30D | +6.3% | +2.1% | +4.2% | +5.6% |
| 3M | +53.3% | +29.0% | +24.4% | +44.4% |
| 6M | +78.6% | +48.6% | +30.0% | +62.1% |
| YTD | +29.2% | -2.9% | +32.2% | +27.8% |
| 1Y | +13.8% | -7.9% | +21.7% | +13.7% |
| 3Y | -27.4% | -46.5% | +19.1% | -21.8% |
| All | -66.3% | -72.5% | +6.2% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling