+35.1%
AVTR vs NVS
+37.6%
-2.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.6% | -3.2% | -0.2% |
| 7D | -6.2% | +5.7% | -11.9% | -7.1% |
| 30D | -1.0% | +17.1% | -18.1% | -3.8% |
| 3M | +14.4% | +7.6% | +6.8% | +11.7% |
| 6M | +95.9% | +14.1% | +81.8% | +86.1% |
| YTD | +36.6% | +23.3% | +13.3% | +26.3% |
| 1Y | +35.1% | +36.0% | -0.8% | +22.4% |
| All | +35.1% | +37.6% | -2.5% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling