-42.7%
FIS vs AVTR
+13.4%
-56.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -2.9% |
| 7D | -9.1% | +1.6% | -10.6% | -9.4% |
| 30D | -10.4% | +8.4% | -18.8% | -12.1% |
| 3M | -3.7% | +50.2% | -53.8% | -12.4% |
| 6M | -24.8% | +82.6% | -107.3% | -34.9% |
| YTD | -41.6% | +29.8% | -71.4% | -45.1% |
| 1Y | -42.7% | +16.0% | -58.7% | -44.2% |
| All | -42.7% | +13.4% | -56.2% | -44.2% |
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