-64.8%
AVTR vs INDA
+4.5%
-69.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.8% |
| 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% | +86.9% |
| YTD | +29.8% | -11.0% | +40.8% | +40.0% |
| 1Y | +18.0% | -9.5% | +27.5% | +25.6% |
| 3Y | -26.4% | +7.6% | -34.1% | -30.7% |
| 5Y | -64.8% | +4.8% | -69.6% | -68.1% |
| All | -64.8% | +4.5% | -69.3% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling