-81.4%
AMIX vs NVS
+10.4%
-91.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -13.9% | +13.7% | -1.1% |
| 7D | -3.4% | -14.6% | +11.2% | -4.3% |
| 30D | -54.4% | -11.9% | -42.5% | -54.6% |
| 3M | -45.7% | -6.0% | -39.8% | -46.7% |
| 6M | -49.2% | -11.4% | -37.8% | -49.0% |
| YTD | -60.3% | +2.9% | -63.3% | -63.0% |
| 1Y | -81.4% | +10.2% | -91.6% | -83.0% |
| All | -81.4% | +10.4% | -91.7% | -83.0% |
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