+227.7%
NXT vs AVTR
-37.1%
+264.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.1% | -2.7% | -4.5% |
| 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% | -4.9% |
| 6M | -20.7% | +87.4% | -108.1% | -28.9% |
| YTD | +14.6% | +35.9% | -21.3% | +8.1% |
| 1Y | -7.1% | +35.4% | -42.5% | -12.4% |
| 3Y | +189.4% | -16.1% | +205.5% | +188.1% |
| All | +227.7% | -37.1% | +264.8% | +287.9% |
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