+28.0%
NXT vs AVTR
+13.4%
+14.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -3.7% |
| 7D | -0.2% | +1.6% | -1.8% | -0.1% |
| 30D | -20.0% | +8.4% | -28.3% | -19.6% |
| 3M | -30.9% | +50.2% | -81.1% | -29.3% |
| 6M | -23.8% | +82.6% | -106.4% | -21.3% |
| YTD | -5.4% | +29.8% | -35.3% | -4.8% |
| 1Y | +28.0% | +16.0% | +12.1% | +26.3% |
| All | +28.0% | +13.4% | +14.6% | +26.3% |
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 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