+1,040.6%
NBIS vs AVTR
-39.7%
+1,080.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | 0.0% | -5.1% | -5.1% |
| 7D | +8.3% | -2.0% | +10.3% | +8.5% |
| 30D | +18.1% | +8.1% | +10.0% | +17.5% |
| 3M | +7.8% | +54.2% | -46.4% | +0.8% |
| 6M | +136.6% | +82.6% | +54.0% | +113.5% |
| YTD | +172.5% | +29.8% | +142.7% | +163.3% |
| 1Y | +144.3% | +18.0% | +126.3% | +134.2% |
| All | +1,040.6% | -39.7% | +1,080.2% | +1,009.5% |
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