+512.2%
NVT vs AVAV
+119.7%
+392.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.0% | +3.6% |
| 7D | +3.5% | +9.9% | -6.4% | +1.7% |
| 30D | -28.2% | -5.4% | -22.8% | -27.3% |
| 3M | -30.1% | -36.5% | +6.5% | -24.0% |
| 6M | -32.5% | -25.3% | -7.2% | -30.3% |
| YTD | +15.2% | -48.6% | +63.8% | +24.2% |
| 1Y | +7.2% | -62.1% | +69.3% | +23.1% |
| 3Y | +134.2% | +2.3% | +131.9% | +105.0% |
| 5Y | +238.3% | +35.4% | +202.9% | +159.8% |
| All | +512.2% | +119.7% | +392.6% | +276.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling