+649.9%
NVDL vs AVTR
-27.0%
+676.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -10.3% | -1.1% | -9.3% | -10.2% |
| 30D | -7.1% | +6.3% | -13.4% | -8.1% |
| 3M | +6.6% | +53.3% | -46.7% | -3.2% |
| 6M | +21.1% | +78.6% | -57.6% | +6.2% |
| YTD | +15.2% | +29.2% | -14.0% | +7.3% |
| 1Y | +18.8% | +13.8% | +5.0% | +10.7% |
| 3Y | +649.9% | -27.4% | +677.3% | +668.0% |
| All | +649.9% | -27.0% | +676.9% | +668.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling