-14.7%
AMRZ vs NVDX
+83.7%
-98.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.9% | -0.5% |
| 7D | -1.9% | +11.6% | -13.5% | -2.7% |
| 30D | -16.9% | +7.5% | -24.5% | -17.5% |
| 3M | -19.2% | +2.1% | -21.3% | -19.7% |
| 6M | -29.3% | +35.5% | -64.8% | -31.8% |
| YTD | -18.0% | +24.1% | -42.1% | -21.2% |
| 1Y | -15.1% | +33.0% | -48.0% | -17.0% |
| All | -14.7% | +83.7% | -98.4% | -13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling