+964.5%
AMAT vs NVT
+732.7%
+231.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.2% | -0.2% | +1.2% |
| 7D | +7.0% | +10.4% | -3.4% | +0.1% |
| 30D | -12.2% | -1.3% | -10.9% | -11.5% |
| 3M | -3.8% | -0.6% | -3.2% | -2.0% |
| 6M | +45.9% | +53.8% | -7.8% | +12.3% |
| YTD | +84.6% | +60.2% | +24.5% | +38.7% |
| 1Y | +193.4% | +76.8% | +116.6% | +106.3% |
| 3Y | +228.1% | +191.2% | +36.8% | +61.3% |
| 5Y | +268.9% | +430.9% | -162.0% | +24.4% |
| All | +964.5% | +732.7% | +231.8% | +165.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NVT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling