+164.2%
NXPI vs AVTR
+1.1%
+163.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.7% |
| 7D | -2.3% | +1.6% | -3.8% | -3.0% |
| 30D | -4.3% | +8.4% | -12.7% | -7.6% |
| 3M | -24.7% | +50.2% | -74.8% | -37.9% |
| 6M | +9.7% | +82.6% | -72.8% | -17.8% |
| YTD | +3.8% | +29.8% | -26.1% | -10.7% |
| 1Y | +1.6% | +16.0% | -14.4% | -10.7% |
| 3Y | +16.0% | -26.4% | +42.5% | +19.6% |
| 5Y | +16.1% | -64.5% | +80.6% | +69.4% |
| All | +164.2% | +1.1% | +163.1% | +94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling