+193.5%
NRG vs AVTR
-64.6%
+258.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | -4.7% | -1.1% | -3.6% | -4.5% |
| 30D | -6.0% | +6.3% | -12.3% | -7.0% |
| 3M | -8.0% | +53.3% | -61.3% | -15.6% |
| 6M | -23.2% | +78.6% | -101.8% | -31.9% |
| YTD | -28.1% | +29.2% | -57.3% | -32.4% |
| 1Y | -27.3% | +13.8% | -41.1% | -31.3% |
| 3Y | +208.7% | -27.4% | +236.1% | +209.3% |
| All | +193.5% | -64.6% | +258.1% | +243.7% |
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