-99.9%
AMIX vs NVS
+65.3%
-165.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | 0.0% | -8.4% | -8.4% |
| 7D | -10.9% | -1.0% | -9.8% | -10.9% |
| 30D | -55.0% | +12.5% | -67.5% | -54.5% |
| 3M | -82.0% | +5.2% | -87.2% | -81.8% |
| 6M | -80.4% | +8.2% | -88.6% | -80.4% |
| YTD | -88.3% | +19.8% | -108.0% | -88.3% |
| 1Y | -92.4% | +24.8% | -117.2% | -92.4% |
| All | -99.9% | +65.3% | -165.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling