+2,672.5%
NVDL vs AMC
-96.1%
+2,768.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.6% | -3.7% |
| 7D | +7.3% | -0.8% | +8.1% | +7.4% |
| 30D | -0.7% | -1.2% | +0.5% | -0.6% |
| 3M | +9.5% | +42.2% | -32.8% | +4.7% |
| 6M | +41.6% | +118.8% | -77.2% | +30.5% |
| YTD | +23.3% | +64.1% | -40.8% | +15.9% |
| 1Y | +40.3% | -9.5% | +49.8% | +37.7% |
| 3Y | +692.2% | -64.3% | +756.5% | +695.9% |
| All | +2,672.5% | -96.1% | +2,768.6% | +2,597.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling