+34.4%
NVDA vs AMIX
-81.0%
+115.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.8% | +0.8% |
| 7D | +5.9% | -13.7% | +19.6% | +6.0% |
| 30D | +5.1% | -62.1% | +67.1% | +5.5% |
| 3M | +5.4% | -46.2% | +51.5% | +6.6% |
| 6M | +26.0% | -46.4% | +72.4% | +27.3% |
| YTD | +23.7% | -60.3% | +83.9% | +25.3% |
| 1Y | +34.4% | -79.7% | +114.0% | +46.6% |
| All | +34.4% | -81.0% | +115.4% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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