+1,119.4%
NBIS vs AVTR
-38.2%
+1,157.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.9% | +5.9% | +7.6% |
| 7D | +22.2% | +7.4% | +14.8% | +21.6% |
| 30D | +29.7% | +12.2% | +17.5% | +28.7% |
| 3M | +11.9% | +57.4% | -45.5% | +4.6% |
| 6M | +173.0% | +86.7% | +86.4% | +146.0% |
| YTD | +191.4% | +33.1% | +158.3% | +181.0% |
| 1Y | +280.7% | +16.1% | +264.6% | +267.6% |
| All | +1,119.4% | -38.2% | +1,157.6% | +1,084.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling