-81.4%
AMIX vs NVDX
+34.5%
-115.9%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | +1.1% |
| 7D | -3.4% | +7.3% | -10.7% | -5.8% |
| 30D | -54.4% | -0.9% | -53.5% | -54.8% |
| 3M | -45.7% | +8.4% | -54.1% | -48.9% |
| 6M | -49.2% | +38.2% | -87.3% | -54.1% |
| YTD | -60.3% | +19.3% | -79.6% | -64.1% |
| 1Y | -81.4% | +33.3% | -114.6% | -82.2% |
| All | -81.4% | +34.5% | -115.9% | -82.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling