-27.1%
AVTR vs INDA
+6.8%
-33.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.7% |
| 7D | -2.0% | -3.6% | +1.6% | +0.3% |
| 30D | +8.1% | -4.0% | +12.0% | +10.9% |
| 3M | +54.2% | +1.7% | +52.5% | +52.4% |
| 6M | +82.6% | -3.6% | +86.2% | +87.0% |
| YTD | +29.8% | -11.0% | +40.8% | +39.9% |
| 1Y | +18.0% | -9.5% | +27.5% | +25.4% |
| All | -27.1% | +6.8% | -33.9% | -29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling