-30.2%
NVD vs AMRZ
-11.5%
-18.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.2% | +1.3% | +7.9% |
| 7D | +15.0% | +10.3% | +4.7% | +18.4% |
| 30D | +39.3% | +18.7% | +20.6% | +47.2% |
| 3M | +3.1% | -14.6% | +17.8% | -3.5% |
| 6M | -19.0% | -12.9% | -6.1% | -22.1% |
| YTD | -35.5% | -17.4% | -18.2% | -39.0% |
| 1Y | -30.2% | -12.3% | -17.9% | -36.1% |
| All | -30.2% | -11.5% | -18.7% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling