-79.7%
AMIX vs NVT
+73.8%
-153.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.5% |
| 7D | -13.7% | +5.1% | -18.8% | -14.8% |
| 30D | -62.1% | -3.7% | -58.4% | -61.8% |
| 3M | -46.2% | -10.1% | -36.0% | -42.4% |
| 6M | -46.4% | +37.5% | -83.9% | -44.1% |
| YTD | -60.3% | +53.7% | -114.0% | -59.1% |
| 1Y | -79.7% | +70.9% | -150.5% | -80.2% |
| All | -79.7% | +73.8% | -153.5% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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