+402.8%
NVT vs AVAV
+58.4%
+344.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.5% | -6.6% | -2.7% |
| 7D | +2.0% | -0.1% | +2.1% | +2.0% |
| 30D | -7.2% | -25.0% | +17.8% | -3.8% |
| 3M | -0.9% | -15.0% | +14.1% | +0.2% |
| 6M | +42.6% | -33.6% | +76.2% | +47.7% |
| YTD | +52.9% | -39.2% | +92.1% | +57.9% |
| 1Y | +64.5% | -40.5% | +104.9% | +69.8% |
| 3Y | +178.0% | +29.6% | +148.4% | +151.6% |
| 5Y | +402.8% | +56.7% | +346.1% | +350.5% |
| All | +402.8% | +58.4% | +344.3% | +350.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling