-99.8%
AMIX vs NVD
-98.7%
-1.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.6% | -2.0% |
| 7D | -13.7% | -11.1% | -2.6% | -14.5% |
| 30D | -62.1% | -13.3% | -48.8% | -62.4% |
| 3M | -46.2% | -19.8% | -26.3% | -46.9% |
| 6M | -46.4% | -48.8% | +2.4% | -47.6% |
| YTD | -60.3% | -49.7% | -10.6% | -61.1% |
| 1Y | -79.7% | -61.4% | -18.3% | -80.1% |
| All | -99.8% | -98.7% | -1.1% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling