+58.5%
AMAT vs NVT
+1.5%
+57.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +7.7% | +3.6% | +4.8% |
| 7D | -1.1% | -7.5% | +6.4% | +4.6% |
| 30D | -26.9% | -31.5% | +4.6% | +0.2% |
| 3M | -31.2% | -30.4% | -0.8% | -8.0% |
| 6M | -14.7% | -32.5% | +17.8% | +18.3% |
| YTD | +44.7% | +12.9% | +31.8% | +35.1% |
| All | +58.5% | +1.5% | +57.0% | +59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling