+2,490.2%
NVDL vs AVTR
-33.4%
+2,523.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -10.3% | -1.1% | -9.3% | -10.1% |
| 30D | -7.1% | +6.3% | -13.4% | -8.3% |
| 3M | +6.6% | +53.3% | -46.7% | -5.1% |
| 6M | +21.1% | +78.6% | -57.6% | +3.4% |
| YTD | +15.2% | +29.2% | -14.0% | +6.1% |
| 1Y | +18.8% | +13.8% | +5.0% | +9.7% |
| 3Y | +649.9% | -27.4% | +677.3% | +641.8% |
| All | +2,490.2% | -33.4% | +2,523.6% | +2,556.7% |
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