-99.9%
AMIX vs NVT
+102.1%
-202.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.1% | -7.4% | -8.1% |
| 7D | -10.9% | +17.4% | -28.3% | -15.2% |
| 30D | -55.0% | -28.4% | -26.6% | -50.9% |
| 3M | -82.0% | -32.4% | -49.6% | -80.1% |
| 6M | -80.4% | -32.2% | -48.3% | -78.3% |
| YTD | -88.3% | +14.0% | -102.3% | -88.7% |
| 1Y | -92.4% | +4.3% | -96.7% | -92.5% |
| All | -99.9% | +102.1% | -202.0% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling