+180.5%
NXT vs AVTR
-38.4%
+218.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.7% | +0.9% |
| 7D | +2.9% | +7.4% | -4.5% | +1.8% |
| 30D | -17.2% | +12.2% | -29.5% | -18.6% |
| 3M | -32.0% | +57.4% | -89.4% | -37.0% |
| 6M | -15.8% | +86.7% | -102.4% | -24.5% |
| YTD | -1.9% | +33.1% | -35.0% | -7.1% |
| 1Y | +22.5% | +16.1% | +6.3% | +16.4% |
| 3Y | +100.5% | -24.6% | +125.2% | +107.4% |
| All | +180.5% | -38.4% | +218.9% | +233.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling