+106.2%
AMT vs NVMI
+3,158.6%
-3,052.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.7% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | +4.4% | -8.4% | +12.8% | +4.9% |
| 3M | -5.2% | -33.6% | +28.4% | -3.0% |
| 6M | -0.8% | -14.7% | +13.9% | -1.2% |
| YTD | +3.3% | +13.2% | -9.9% | 0.0% |
| 1Y | -6.0% | +29.0% | -35.0% | -10.5% |
| 3Y | +9.6% | +215.0% | -205.4% | -12.8% |
| 5Y | -29.2% | +268.6% | -297.8% | -46.8% |
| All | +106.2% | +3,158.6% | -3,052.4% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling