-91.7%
AMIX vs NVD
-12.8%
-78.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -5.8% | -14.2% | -21.5% |
| 7D | -8.1% | +27.3% | -35.4% | -0.6% |
| 30D | -52.3% | +59.9% | -112.2% | -43.9% |
| 3M | -83.8% | +39.4% | -123.2% | -81.6% |
| 6M | -79.0% | +27.6% | -106.6% | -76.9% |
| YTD | -87.2% | -17.9% | -69.3% | -86.6% |
| 1Y | -91.7% | -14.5% | -77.2% | -91.4% |
| All | -91.7% | -12.8% | -78.9% | -91.4% |
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