+52.7%
NTAP vs AVTR
+13.4%
+39.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.9% |
| 7D | +2.2% | +1.6% | +0.6% | +1.9% |
| 30D | -7.0% | +8.4% | -15.4% | -8.3% |
| 3M | +12.3% | +50.2% | -37.8% | +3.7% |
| 6M | +85.1% | +82.6% | +2.5% | +64.5% |
| YTD | +74.8% | +29.8% | +44.9% | +64.1% |
| 1Y | +52.7% | +16.0% | +36.7% | +42.8% |
| All | +52.7% | +13.4% | +39.3% | +42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling