+6.9%
NXT vs AVTR
+37.4%
-30.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.4% | +10.7% | +11.1% |
| 7D | +30.0% | -6.2% | +36.2% | +29.8% |
| 30D | +28.6% | -1.0% | +29.6% | +28.5% |
| 3M | +8.4% | +14.4% | -6.0% | +8.5% |
| 6M | -8.7% | +95.9% | -104.6% | -9.0% |
| YTD | +22.5% | +36.6% | -14.1% | +20.4% |
| 1Y | +6.9% | +35.1% | -28.2% | +5.0% |
| All | +6.9% | +37.4% | -30.5% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling