+44.0%
NVTS vs AVAV
-5.8%
+49.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +10.5% | -0.9% | +6.5% |
| 7D | +1.5% | -10.6% | +12.1% | +4.8% |
| 30D | -23.8% | -18.8% | -5.0% | -19.2% |
| 3M | -30.6% | -34.1% | +3.5% | -22.2% |
| 6M | -48.4% | -35.3% | -13.0% | -43.0% |
| YTD | +20.6% | -53.4% | +74.0% | +44.9% |
| 1Y | -2.5% | -65.6% | +63.1% | +24.7% |
| 3Y | +44.0% | -5.1% | +49.0% | +51.8% |
| All | +44.0% | -5.8% | +49.8% | +51.8% |
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