-99.9%
AMIX vs NVDX
+188.1%
-288.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -8.7% | +20.6% | +12.6% |
| 7D | +1.2% | -23.4% | +24.5% | +3.3% |
| 30D | -45.3% | -41.5% | -3.8% | -42.9% |
| 3M | -83.1% | -41.1% | -42.0% | -82.4% |
| 6M | -76.9% | -40.9% | -36.0% | -76.2% |
| YTD | -85.3% | -29.1% | -56.2% | -85.0% |
| 1Y | -89.8% | -33.5% | -56.3% | -89.6% |
| All | -99.9% | +188.1% | -288.0% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 10y: compounded portfolio wealth divided by compounded NVDX 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…
10y analysis · Full analysis span regression · 6 months rolling