-28.9%
AVTR vs NVDX
+772.1%
-801.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -1.1% | -10.2% | +9.1% | -0.7% |
| 30D | +6.3% | -7.3% | +13.7% | +6.5% |
| 3M | +53.3% | +5.5% | +47.8% | +52.5% |
| 6M | +78.6% | +18.3% | +60.4% | +76.4% |
| YTD | +29.2% | +11.4% | +17.8% | +27.6% |
| 1Y | +13.8% | +12.7% | +1.2% | +11.8% |
| All | -28.9% | +772.1% | -801.0% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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