-14.0%
NVDA vs AMT
+7.3%
-21.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.4% |
| 7D | -8.5% | -2.2% | -6.3% | -8.9% |
| 30D | -27.3% | +5.8% | -33.0% | -26.4% |
| 3M | -25.8% | +12.6% | -38.3% | -24.1% |
| 6M | -24.6% | +8.3% | -32.9% | -23.1% |
| YTD | -10.7% | +11.4% | -22.1% | -9.4% |
| 1Y | -14.0% | +7.7% | -21.8% | -11.9% |
| All | -14.0% | +7.3% | -21.4% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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