+8.5%
AVTR vs HDB
-4.0%
+12.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | +0.5% | +6.9% | -6.4% | -1.4% |
| 30D | +1.5% | +15.2% | -13.7% | -2.6% |
| 3M | +14.2% | +11.7% | +2.5% | +10.2% |
| 6M | +97.4% | +7.5% | +89.8% | +92.1% |
| YTD | +37.3% | -28.8% | +66.1% | +49.9% |
| 1Y | +36.8% | -29.1% | +65.9% | +49.5% |
| 3Y | -15.2% | -7.0% | -8.2% | -16.5% |
| 5Y | -59.2% | -22.1% | -37.1% | -58.3% |
| All | +8.5% | -4.0% | +12.5% | +3.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling