+5,193.0%
AMD vs NVT
+488.5%
+4,704.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.7% | -8.1% | -8.3% |
| 7D | +18.9% | +8.0% | +11.0% | +13.9% |
| 30D | -6.4% | -24.8% | +18.3% | +11.3% |
| 3M | +10.6% | -32.4% | +43.0% | +39.4% |
| 6M | +19.9% | -33.5% | +53.4% | +54.2% |
| YTD | +149.4% | +13.2% | +136.2% | +137.2% |
| 1Y | +115.4% | +9.0% | +106.4% | +109.2% |
| 3Y | +357.3% | +129.4% | +227.9% | +187.5% |
| 5Y | +261.1% | +230.1% | +31.0% | +88.5% |
| All | +5,193.0% | +488.5% | +4,704.5% | +2,187.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling