+337.5%
AMD vs NVT
+394.8%
-57.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +2.7% |
| 7D | +2.6% | +5.1% | -2.5% | -1.2% |
| 30D | -0.9% | -3.7% | +2.8% | +1.4% |
| 3M | -8.7% | -10.1% | +1.4% | -0.7% |
| 6M | +136.3% | +37.5% | +98.9% | +87.9% |
| YTD | +123.0% | +53.7% | +69.3% | +63.2% |
| 1Y | +195.2% | +70.9% | +124.3% | +99.6% |
| 3Y | +336.3% | +180.4% | +155.9% | +82.9% |
| All | +337.5% | +394.8% | -57.2% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling