+35.1%
AVTR vs INDA
-7.3%
+42.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | -0.9% |
| 7D | -6.2% | +6.9% | -13.2% | -9.4% |
| 30D | -1.0% | +7.4% | -8.4% | -4.7% |
| 3M | +14.4% | -1.0% | +15.4% | +15.6% |
| 6M | +95.9% | +2.9% | +93.0% | +93.3% |
| YTD | +36.6% | -7.4% | +44.0% | +40.4% |
| 1Y | +35.1% | -7.4% | +42.5% | +38.3% |
| All | +35.1% | -7.3% | +42.5% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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