+103.1%
NI vs AMC
-59.1%
+162.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.6% |
| 7D | +4.3% | +3.5% | +0.8% | +4.2% |
| 30D | +12.4% | +12.5% | -0.1% | +12.2% |
| 3M | +10.2% | +23.6% | -13.4% | +9.8% |
| 6M | -0.8% | +144.4% | -145.2% | -2.7% |
| YTD | +13.2% | +108.3% | -95.1% | +11.2% |
| 1Y | +10.1% | +38.9% | -28.8% | +8.9% |
| 3Y | +103.1% | -58.9% | +162.0% | +117.0% |
| All | +103.1% | -59.1% | +162.2% | +117.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling