-20.3%
AMRZ vs NVDX
-9.8%
-10.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.0% | +7.1% | -1.3% |
| 7D | -4.0% | -17.5% | +13.5% | -3.0% |
| 30D | +12.4% | -49.2% | +61.6% | +17.2% |
| 3M | -11.5% | -49.3% | +37.8% | -7.9% |
| 6M | -21.6% | -52.0% | +30.4% | -18.4% |
| YTD | -23.4% | -39.1% | +15.7% | -23.1% |
| 1Y | -17.2% | -45.8% | +28.6% | -16.8% |
| All | -20.3% | -9.8% | -10.5% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling