-63.5%
AVTR vs HDB
-37.8%
-25.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +2.7% |
| 7D | +7.4% | -2.0% | +9.4% | +8.0% |
| 30D | +12.2% | -4.9% | +17.1% | +13.6% |
| 3M | +57.4% | -2.3% | +59.7% | +58.2% |
| 6M | +86.7% | -23.7% | +110.4% | +98.9% |
| YTD | +33.1% | -38.5% | +71.5% | +49.2% |
| 1Y | +16.1% | -36.5% | +52.6% | +28.9% |
| 3Y | -24.6% | -28.5% | +3.8% | -20.4% |
| 5Y | -63.5% | -37.4% | -26.1% | -63.0% |
| All | -63.5% | -37.8% | -25.7% | -63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling