+911.9%
NVDA vs AVTR
-64.4%
+976.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.2% |
| 7D | -0.3% | +1.6% | -1.9% | -0.8% |
| 30D | +2.8% | +8.4% | -5.6% | +0.5% |
| 3M | +7.4% | +50.2% | -42.7% | -5.9% |
| 6M | +22.6% | +82.6% | -60.0% | +0.5% |
| YTD | +20.1% | +29.8% | -9.8% | +8.7% |
| 1Y | +31.2% | +16.0% | +15.2% | +19.2% |
| 3Y | +391.7% | -26.4% | +418.2% | +388.2% |
| 5Y | +911.9% | -64.5% | +976.3% | +1,595.9% |
| All | +911.9% | -64.4% | +976.3% | +1,595.9% |
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