+508.6%
NVDA vs AMT
-20.2%
+528.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.5% | +3.0% |
| 7D | -8.8% | +0.5% | -9.3% | -8.9% |
| 30D | -21.4% | +13.6% | -35.0% | -22.7% |
| 3M | -14.7% | +11.5% | -26.1% | -15.9% |
| 6M | -10.0% | +6.9% | -16.9% | -11.0% |
| YTD | +0.3% | +10.8% | -10.5% | -1.8% |
| 1Y | -0.5% | +10.3% | -10.8% | -2.6% |
| 3Y | +309.2% | +12.4% | +296.8% | +259.9% |
| All | +508.6% | -20.2% | +528.8% | +572.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling