+688.3%
NVDL vs AMT
+7.8%
+680.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.9% |
| 7D | -0.8% | +1.5% | -2.3% | 0.0% |
| 30D | +3.4% | +3.7% | -0.3% | +6.1% |
| 3M | +8.1% | -7.2% | +15.3% | +4.3% |
| 6M | +31.9% | -4.2% | +36.0% | +30.2% |
| YTD | +21.1% | +1.9% | +19.2% | +25.5% |
| 1Y | +34.0% | -6.4% | +40.4% | +31.8% |
| All | +688.3% | +7.8% | +680.5% | +742.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling