+191.2%
NVT vs AVAV
+31.0%
+160.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +3.8% |
| 7D | +10.4% | +3.2% | +7.2% | +9.9% |
| 30D | -1.3% | -20.3% | +19.0% | +1.7% |
| 3M | -0.6% | -19.4% | +18.8% | +1.3% |
| 6M | +53.8% | -35.3% | +89.0% | +60.5% |
| YTD | +60.2% | -38.5% | +98.7% | +65.2% |
| 1Y | +76.8% | -37.2% | +114.0% | +80.7% |
| 3Y | +191.2% | +31.1% | +160.1% | +184.4% |
| All | +191.2% | +31.0% | +160.3% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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