+2,494.8%
NVDL vs AMT
-11.8%
+2,506.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.3% | -5.3% |
| 7D | -8.7% | -2.7% | -6.0% | -9.8% |
| 30D | -1.3% | +2.0% | -3.3% | -0.3% |
| 3M | +11.4% | -9.3% | +20.6% | +7.7% |
| 6M | +22.9% | -5.2% | +28.1% | +21.5% |
| YTD | +15.4% | +0.5% | +15.0% | +17.7% |
| 1Y | +18.8% | -7.3% | +26.0% | +17.5% |
| 3Y | +641.4% | +6.2% | +635.2% | +617.1% |
| All | +2,494.8% | -11.8% | +2,506.6% | +2,803.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling