+2,622.7%
NVDL vs AMC
-96.2%
+2,719.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.1% | -1.4% |
| 7D | -0.8% | -6.8% | +6.0% | -0.2% |
| 30D | +3.4% | +1.7% | +1.8% | +3.3% |
| 3M | +8.1% | +26.8% | -18.7% | +4.6% |
| 6M | +31.9% | +117.7% | -85.8% | +21.6% |
| YTD | +21.1% | +57.7% | -36.6% | +14.3% |
| 1Y | +34.0% | -12.5% | +46.5% | +31.9% |
| 3Y | +677.9% | -65.7% | +743.7% | +684.4% |
| All | +2,622.7% | -96.2% | +2,719.0% | +2,558.7% |
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