+136.1%
NI vs AMC
-98.9%
+235.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.3% |
| 7D | +2.3% | -0.8% | +3.1% | +2.3% |
| 30D | -1.7% | -1.2% | -0.5% | -1.7% |
| 3M | -8.0% | +42.2% | -50.2% | -8.4% |
| 6M | -8.6% | +118.8% | -127.4% | -9.6% |
| YTD | +2.3% | +64.1% | -61.8% | +1.6% |
| 1Y | +6.9% | -9.5% | +16.5% | +6.7% |
| 3Y | +70.6% | -64.3% | +134.9% | +70.5% |
| 5Y | +96.4% | -99.5% | +195.8% | +100.5% |
| 10Y | +136.1% | -98.9% | +235.1% | +113.9% |
| All | +136.1% | -98.9% | +235.1% | +113.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling