+4,350.3%
AMD vs NVT
+445.0%
+3,905.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +8.0% | +3.1% | +6.2% |
| 7D | -11.0% | -15.7% | +4.6% | -1.5% |
| 30D | -30.5% | -36.6% | +6.1% | -8.7% |
| 3M | -8.2% | -34.8% | +26.6% | +18.0% |
| 6M | +6.6% | -38.2% | +44.8% | +43.1% |
| YTD | +109.7% | +4.8% | +104.8% | +108.2% |
| 1Y | +88.9% | -2.8% | +91.7% | +95.9% |
| 3Y | +301.8% | +119.5% | +182.3% | +159.5% |
| 5Y | +229.4% | +204.7% | +24.6% | +79.9% |
| All | +4,350.3% | +445.0% | +3,905.3% | +1,908.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling