-79.7%
AMIX vs NVS
+27.7%
-107.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -2.1% |
| 7D | -13.7% | +4.0% | -17.7% | -13.2% |
| 30D | -62.1% | +3.6% | -65.7% | -61.6% |
| 3M | -46.2% | +7.8% | -54.0% | -46.4% |
| 6M | -46.4% | -0.2% | -46.3% | -45.1% |
| YTD | -60.3% | +19.6% | -79.8% | -62.5% |
| 1Y | -79.7% | +28.4% | -108.0% | -81.3% |
| All | -79.7% | +27.7% | -107.4% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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