+295.8%
AMD vs NVTS
-48.0%
+343.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -5.1% | +10.9% | +6.8% |
| 7D | +44.7% | +21.6% | +23.1% | +39.8% |
| 30D | -3.3% | -8.5% | +5.2% | -1.4% |
| 3M | +21.2% | -31.4% | +52.6% | +29.8% |
| 6M | +30.6% | -50.3% | +80.9% | +46.1% |
| YTD | +173.3% | +33.9% | +139.4% | +153.0% |
| 1Y | +126.1% | +10.6% | +115.4% | +115.1% |
| 3Y | +393.5% | +52.7% | +340.8% | +288.6% |
| 5Y | +295.8% | -48.5% | +344.3% | +229.6% |
| All | +295.8% | -48.0% | +343.8% | +229.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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