-3.1%
NVO vs AVTR
-64.6%
+61.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -2.0% |
| 7D | -7.6% | -1.1% | -6.5% | -7.4% |
| 30D | -6.0% | +6.3% | -12.3% | -7.3% |
| 3M | -0.8% | +53.3% | -54.1% | -10.4% |
| 6M | +16.5% | +78.6% | -62.2% | +1.0% |
| YTD | -11.1% | +29.2% | -40.4% | -17.2% |
| 1Y | -16.7% | +13.8% | -30.6% | -21.3% |
| 3Y | -52.9% | -27.4% | -25.5% | -52.1% |
| All | -3.1% | -64.6% | +61.5% | +24.6% |
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