+717.0%
NVT vs AVAV
+155.4%
+561.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +2.9% |
| 7D | +5.1% | -2.2% | +7.3% | +5.5% |
| 30D | -3.7% | -13.9% | +10.2% | -1.2% |
| 3M | -10.1% | -29.2% | +19.1% | -5.5% |
| 6M | +37.5% | -36.1% | +73.6% | +45.5% |
| YTD | +53.7% | -40.2% | +93.9% | +61.3% |
| 1Y | +70.9% | -36.2% | +107.1% | +75.3% |
| 3Y | +180.4% | +47.5% | +132.9% | +125.7% |
| 5Y | +393.5% | +39.3% | +354.2% | +280.6% |
| All | +717.0% | +155.4% | +561.6% | +388.0% |
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