+13.8%
AVTR vs FTV
+14.7%
-0.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -1.1% | -4.0% | +2.9% | +0.1% |
| 30D | +6.3% | -11.0% | +17.3% | +9.9% |
| 3M | +53.3% | -8.4% | +61.7% | +54.2% |
| 6M | +78.6% | -2.6% | +81.2% | +72.4% |
| YTD | +29.2% | -0.6% | +29.8% | +25.9% |
| 1Y | +13.8% | +11.0% | +2.9% | +7.2% |
| All | +13.8% | +14.7% | -0.9% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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