-23.7%
AMRZ vs NVDX
+29.6%
-53.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -2.2% |
| 7D | -4.7% | -0.9% | -3.8% | -4.6% |
| 30D | -11.3% | +3.0% | -14.3% | -11.7% |
| 3M | -22.1% | +6.8% | -28.8% | -23.0% |
| 6M | -29.6% | +28.6% | -58.2% | -32.6% |
| YTD | -23.3% | +17.0% | -40.3% | -26.8% |
| 1Y | -23.7% | +27.0% | -50.7% | -27.4% |
| All | -23.7% | +29.6% | -53.3% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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