-90.5%
AMIX vs NVD
-17.3%
-73.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +8.7% | +3.1% | +14.5% |
| 7D | +1.2% | +23.8% | -22.6% | +9.1% |
| 30D | -45.3% | +57.0% | -102.3% | -35.8% |
| 3M | -83.1% | +41.6% | -124.6% | -80.5% |
| 6M | -76.9% | +17.6% | -94.4% | -74.8% |
| YTD | -85.3% | -21.4% | -63.9% | -84.7% |
| All | -90.5% | -17.3% | -73.2% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling