+169.5%
NXPI vs AVTR
+1.7%
+167.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.9% |
| 7D | +1.9% | +2.7% | -0.8% | +0.7% |
| 30D | -1.4% | +12.1% | -13.5% | -6.1% |
| 3M | -29.1% | +57.2% | -86.3% | -42.6% |
| 6M | +6.2% | +73.1% | -66.9% | -18.5% |
| YTD | +5.9% | +30.6% | -24.8% | -9.1% |
| 1Y | +2.9% | +13.5% | -10.6% | -8.5% |
| 3Y | +14.5% | -31.0% | +45.5% | +22.0% |
| 5Y | +17.1% | -63.2% | +80.3% | +67.9% |
| All | +169.5% | +1.7% | +167.8% | +97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling