+191.9%
NI vs AMC
-98.8%
+290.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.6% |
| 7D | +3.1% | +8.4% | -5.4% | +3.0% |
| 30D | +11.2% | +9.2% | +2.0% | +11.0% |
| 3M | +9.8% | +32.0% | -22.2% | +9.5% |
| 6M | -1.6% | +149.3% | -150.9% | -2.7% |
| YTD | +12.6% | +114.1% | -101.5% | +11.5% |
| 1Y | +7.8% | +35.8% | -28.0% | +7.1% |
| 3Y | +100.5% | -58.3% | +158.8% | +100.2% |
| 5Y | +114.4% | -99.2% | +213.6% | +118.1% |
| All | +191.9% | -98.8% | +290.7% | +164.9% |
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