+74.4%
AMT vs NVT
+492.6%
-418.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | -0.1% |
| 7D | -2.2% | +17.4% | -19.6% | -3.7% |
| 30D | +5.8% | -28.4% | +34.1% | +8.8% |
| 3M | +12.6% | -32.4% | +45.0% | +16.3% |
| 6M | +8.3% | -32.2% | +40.5% | +11.2% |
| YTD | +11.4% | +14.0% | -2.6% | +5.6% |
| 1Y | +7.7% | +4.3% | +3.4% | +3.3% |
| 3Y | +14.8% | +131.7% | -116.9% | -9.1% |
| 5Y | -18.0% | +232.4% | -250.4% | -41.5% |
| All | +74.4% | +492.6% | -418.2% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling