-19.4%
AMRZ vs NVDX
-43.6%
+24.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.0% | -6.8% | -0.9% |
| 7D | -5.5% | -26.1% | +20.6% | -4.7% |
| 30D | +15.6% | -43.3% | +58.9% | +17.6% |
| 3M | -12.1% | -41.0% | +28.9% | -10.7% |
| 6M | -19.4% | -46.3% | +26.9% | -18.0% |
| All | -19.4% | -43.6% | +24.2% | -18.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling