+104.7%
FLEX vs AVTR
+15.8%
+88.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.9% | +2.5% | +4.3% |
| 7D | +7.0% | +7.4% | -0.4% | +6.8% |
| 30D | -5.8% | +12.2% | -18.0% | -6.0% |
| 3M | -24.2% | +57.4% | -81.6% | -27.2% |
| 6M | +90.8% | +86.7% | +4.1% | +78.1% |
| YTD | +89.2% | +33.1% | +56.1% | +76.5% |
| 1Y | +104.7% | +16.1% | +88.6% | +87.7% |
| All | +104.7% | +15.8% | +88.9% | +87.7% |
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