-44.6%
INFY vs AVTR
-64.6%
+20.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.6% |
| 7D | -5.4% | -1.1% | -4.3% | -5.2% |
| 30D | -9.9% | +6.3% | -16.2% | -11.0% |
| 3M | -4.6% | +53.3% | -57.9% | -12.7% |
| 6M | -18.5% | +78.6% | -97.1% | -27.9% |
| YTD | -36.5% | +29.2% | -65.8% | -40.5% |
| 1Y | -32.8% | +13.8% | -46.6% | -36.3% |
| 3Y | -32.2% | -27.4% | -4.8% | -31.7% |
| All | -44.6% | -64.6% | +20.0% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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