-6.4%
AMT vs NVD
-61.9%
+55.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -1.0% |
| 7D | -0.2% | -11.1% | +10.9% | +0.5% |
| 30D | +4.6% | -13.3% | +17.9% | +5.4% |
| 3M | -8.4% | -19.8% | +11.4% | -7.3% |
| 6M | -6.0% | -48.8% | +42.8% | -3.2% |
| YTD | +2.1% | -49.7% | +51.8% | +4.8% |
| 1Y | -6.4% | -61.4% | +55.0% | -1.6% |
| All | -6.4% | -61.9% | +55.5% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling