+189.4%
NXT vs AVTR
-15.3%
+204.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.1% | -2.7% | -4.6% |
| 7D | +4.0% | -0.1% | +4.1% | +4.0% |
| 30D | +15.9% | -0.6% | +16.6% | +15.9% |
| 3M | -3.0% | +13.4% | -16.4% | -4.3% |
| 6M | -20.7% | +87.4% | -108.1% | -26.6% |
| YTD | +14.6% | +35.9% | -21.3% | +10.0% |
| 1Y | -7.1% | +35.4% | -42.5% | -10.8% |
| 3Y | +189.4% | -16.1% | +205.5% | +173.0% |
| All | +189.4% | -15.3% | +204.8% | +173.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling