+69.4%
NVT vs AMDL
+119.6%
-50.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +14.3% | -10.5% | +0.8% |
| 7D | +3.5% | +18.5% | -15.0% | -1.8% |
| 30D | -28.2% | -24.2% | -3.9% | -26.1% |
| 3M | -30.1% | +11.5% | -41.5% | -33.7% |
| 6M | -32.5% | -1.0% | -31.5% | -37.0% |
| YTD | +15.2% | +260.3% | -245.1% | -20.2% |
| 1Y | +7.2% | +178.2% | -171.0% | -22.9% |
| All | +69.4% | +119.6% | -50.2% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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