+3.2%
AVTR vs HDB
-14.5%
+17.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +2.7% | +0.4% | +2.2% | +2.5% |
| 30D | +12.1% | -2.8% | +14.9% | +12.9% |
| 3M | +57.2% | -3.5% | +60.8% | +58.6% |
| 6M | +73.1% | -24.7% | +97.8% | +87.0% |
| YTD | +30.6% | -36.6% | +67.2% | +48.1% |
| 1Y | +13.5% | -34.4% | +47.9% | +27.0% |
| 3Y | -31.0% | -24.4% | -6.6% | -27.5% |
| 5Y | -63.2% | -35.4% | -27.9% | -60.3% |
| All | +3.2% | -14.5% | +17.7% | +1.8% |
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