+7.9%
NXT vs AVTR
+36.1%
-28.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | -9.4% | +0.5% | -9.9% | -9.4% |
| 30D | +15.1% | -1.0% | +16.1% | +15.0% |
| 3M | -9.1% | +12.2% | -21.3% | -9.1% |
| 6M | -30.3% | +97.5% | -127.8% | -30.9% |
| YTD | +9.1% | +35.6% | -26.5% | +7.6% |
| 1Y | +7.9% | +32.8% | -24.9% | +6.8% |
| All | +7.9% | +36.1% | -28.2% | +6.8% |
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 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