+7.2%
AVTR vs INDA
+65.7%
-58.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.5% | +1.1% | -0.6% | -0.2% |
| 30D | -1.0% | +9.4% | -10.4% | -6.7% |
| 3M | +12.2% | +2.9% | +9.3% | +9.9% |
| 6M | +97.5% | +7.2% | +90.2% | +88.4% |
| YTD | +35.6% | -4.8% | +40.4% | +39.5% |
| 1Y | +32.8% | -5.1% | +37.9% | +36.8% |
| 3Y | -16.5% | +16.7% | -33.2% | -25.1% |
| 5Y | -59.1% | +8.8% | -67.9% | -62.0% |
| All | +7.2% | +65.7% | -58.6% | -26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling