+2,788.3%
NVDL vs AMT
-10.3%
+2,798.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.2% |
| 7D | +11.7% | -0.2% | +11.9% | +11.6% |
| 30D | +7.8% | +4.6% | +3.2% | +10.2% |
| 3M | +3.3% | -8.4% | +11.8% | +0.4% |
| 6M | +38.9% | -6.0% | +44.9% | +36.9% |
| YTD | +28.5% | +2.1% | +26.3% | +32.0% |
| 1Y | +40.6% | -6.4% | +47.0% | +39.9% |
| 3Y | +648.7% | +8.1% | +640.6% | +629.8% |
| All | +2,788.3% | -10.3% | +2,798.6% | +3,156.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling