+76.1%
AMT vs NVT
+488.5%
-412.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.0% |
| 7D | +1.5% | +8.0% | -6.5% | +0.7% |
| 30D | +6.8% | -24.8% | +31.6% | +9.3% |
| 3M | +11.2% | -32.4% | +43.6% | +14.9% |
| 6M | +12.5% | -33.5% | +45.9% | +15.8% |
| YTD | +12.5% | +13.2% | -0.7% | +6.7% |
| 1Y | +10.1% | +9.0% | +1.1% | +4.9% |
| 3Y | +16.0% | +129.4% | -113.4% | -8.0% |
| 5Y | -17.2% | +230.1% | -247.2% | -40.9% |
| All | +76.1% | +488.5% | -412.4% | +3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling