-99.9%
AMIX vs NVS
+67.7%
-167.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -16.0% | +1.1% | -17.1% | -15.9% |
| 30D | -55.4% | +13.4% | -68.9% | -55.0% |
| 3M | -87.5% | +5.4% | -92.9% | -87.4% |
| 6M | -81.2% | +9.6% | -90.8% | -81.1% |
| YTD | -86.8% | +21.5% | -108.3% | -86.9% |
| 1Y | -91.6% | +32.3% | -123.9% | -91.6% |
| All | -99.9% | +67.7% | -167.6% | -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