+1,022.8%
NBIS vs AVTR
-40.0%
+1,062.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -0.8% | -1.1% | +0.3% | -0.7% |
| 30D | -13.4% | +6.3% | -19.7% | -13.7% |
| 3M | +1.0% | +53.3% | -52.3% | -5.4% |
| 6M | +100.5% | +78.6% | +21.9% | +81.6% |
| YTD | +168.3% | +29.2% | +139.0% | +159.3% |
| 1Y | +151.8% | +13.8% | +137.9% | +143.6% |
| All | +1,022.8% | -40.0% | +1,062.7% | +992.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling