Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NVD vs AVTR✓SelectedUSD · AVTRNVD vs AVTR performance historyLatest closeAs of+0.25%09/11
Stock and ETF performance explorer

NVD vs AVTR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-54.2%
AVTR return
+16.7%
Excess return
-70.9%
Maximum drawdown
-61.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioAVTRExcessAlpha
1D+0.3%-0.5%+0.7%+0.2%
7D+10.8%-1.1%+11.9%+10.8%
30D+0.8%+6.3%-5.6%+1.0%
3M-20.8%+53.3%-74.1%-17.8%
6M-41.2%+78.6%-119.8%-37.5%
YTD-44.2%+29.2%-73.4%-40.6%
1Y-54.2%+13.8%-68.0%-47.5%
All-54.2%+16.7%-70.9%-47.5%

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 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