+199.0%
AMD vs NVTS
-42.8%
+241.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +9.5% | +1.5% | +9.3% |
| 7D | -11.0% | +1.5% | -12.6% | -11.0% |
| 30D | -30.5% | -23.8% | -6.7% | -26.8% |
| 3M | -8.2% | -30.6% | +22.3% | -2.0% |
| 6M | +6.6% | -48.4% | +54.9% | +18.1% |
| YTD | +109.7% | +20.6% | +89.1% | +97.8% |
| 1Y | +88.9% | -2.5% | +91.5% | +82.9% |
| 3Y | +301.8% | +44.0% | +257.8% | +216.5% |
| All | +199.0% | -42.8% | +241.8% | +151.8% |
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