-16.1%
AVTR vs HDB
-5.9%
-10.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | -0.1% | +12.7% | -12.8% | -2.3% |
| 30D | -0.6% | +16.6% | -17.2% | -3.4% |
| 3M | +13.4% | +10.8% | +2.6% | +11.2% |
| 6M | +87.4% | +3.8% | +83.5% | +86.0% |
| YTD | +35.9% | -28.9% | +64.8% | +41.8% |
| 1Y | +35.4% | -28.0% | +63.4% | +41.0% |
| 3Y | -16.1% | -7.2% | -9.0% | -17.6% |
| All | -16.1% | -5.9% | -10.2% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling