+5,159.2%
NVO vs AMT
+1,311.4%
+3,847.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.8% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | +6.0% | +4.6% | +1.4% | +5.4% |
| 3M | +7.9% | -8.4% | +16.3% | +8.9% |
| 6M | +27.1% | -6.0% | +33.1% | +27.8% |
| YTD | -3.8% | +2.1% | -6.0% | -4.3% |
| 1Y | -12.8% | -6.4% | -6.5% | -12.4% |
| 3Y | -46.3% | +8.1% | -54.4% | -47.2% |
| 5Y | +3.6% | -31.9% | +35.5% | +6.7% |
| 10Y | +157.0% | +97.1% | +59.9% | +136.5% |
| All | +5,159.2% | +1,311.4% | +3,847.8% | +3,667.7% |
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 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