-51.1%
FIS vs AVTR
+37.4%
-88.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +0.4% | -24.1% | -23.8% |
| 7D | -18.4% | -6.2% | -12.2% | -17.3% |
| 30D | -11.4% | -1.0% | -10.4% | -11.4% |
| 3M | -32.0% | +14.4% | -46.4% | -34.5% |
| 6M | -35.6% | +95.9% | -131.5% | -46.5% |
| YTD | -53.8% | +36.6% | -90.4% | -56.7% |
| 1Y | -51.1% | +35.1% | -86.2% | -53.9% |
| All | -51.1% | +37.4% | -88.5% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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