+17.7%
NXPI vs AVTR
-63.6%
+81.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.6% | -2.3% |
| 7D | +0.7% | +7.4% | -6.7% | -1.7% |
| 30D | -6.6% | +12.2% | -18.8% | -10.2% |
| 3M | -25.4% | +57.4% | -82.8% | -37.3% |
| 6M | +11.9% | +86.7% | -74.7% | -12.3% |
| YTD | +4.0% | +33.1% | -29.0% | -8.3% |
| 1Y | +1.0% | +16.1% | -15.1% | -8.3% |
| 3Y | +16.3% | -24.6% | +40.9% | +19.9% |
| 5Y | +17.7% | -63.5% | +81.2% | +70.8% |
| All | +17.7% | -63.6% | +81.3% | +70.8% |
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