+420.3%
NVT vs AVTR
-64.6%
+484.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +4.7% |
| 7D | +4.1% | -1.1% | +5.1% | +4.3% |
| 30D | -5.1% | +6.3% | -11.4% | -6.2% |
| 3M | -1.2% | +53.3% | -54.5% | -10.2% |
| 6M | +46.6% | +78.6% | -32.1% | +28.3% |
| YTD | +60.0% | +29.2% | +30.8% | +49.8% |
| 1Y | +70.8% | +13.8% | +57.0% | +61.7% |
| 3Y | +187.5% | -27.4% | +215.0% | +195.4% |
| All | +420.3% | -64.6% | +484.9% | +569.6% |
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