+2,622.7%
NVDL vs AVTR
-33.1%
+2,655.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.3% |
| 7D | -0.8% | +1.6% | -2.4% | -1.2% |
| 30D | +3.4% | +8.4% | -5.0% | +1.6% |
| 3M | +8.1% | +50.2% | -42.0% | -3.1% |
| 6M | +31.9% | +82.6% | -50.7% | +12.1% |
| YTD | +21.1% | +29.8% | -8.7% | +11.4% |
| 1Y | +34.0% | +16.0% | +18.1% | +23.0% |
| 3Y | +677.9% | -26.4% | +704.4% | +665.1% |
| All | +2,622.7% | -33.1% | +2,655.9% | +2,689.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling