-90.5%
AMIX vs NVT
+1.5%
-92.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +7.7% | +4.1% | +9.6% |
| 7D | +1.2% | -7.5% | +8.7% | +2.9% |
| 30D | -45.3% | -31.5% | -13.8% | -40.1% |
| 3M | -83.1% | -30.4% | -52.7% | -81.6% |
| 6M | -76.9% | -32.5% | -44.4% | -73.4% |
| YTD | -85.3% | +12.9% | -98.2% | -82.3% |
| All | -90.5% | +1.5% | -92.0% | -89.1% |
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