+2.6%
AVTR vs NVMI
+1,320.9%
-1,318.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -2.2% |
| 7D | +1.6% | +6.9% | -5.4% | -0.4% |
| 30D | +8.4% | -2.8% | +11.2% | +9.0% |
| 3M | +50.2% | -27.3% | +77.5% | +60.5% |
| 6M | +82.6% | -13.7% | +96.2% | +82.3% |
| YTD | +29.8% | +13.8% | +16.0% | +17.0% |
| 1Y | +16.0% | +34.9% | -18.9% | -2.6% |
| 3Y | -26.4% | +213.5% | -240.0% | -61.2% |
| 5Y | -64.5% | +272.5% | -336.9% | -84.1% |
| All | +2.6% | +1,320.9% | -1,318.3% | -80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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