+1,463.3%
NVDL vs AMC
-94.7%
+1,558.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +7.0% | +5.9% |
| 7D | -26.2% | -2.8% | -23.4% | -25.9% |
| 30D | -43.2% | +14.0% | -57.2% | -43.9% |
| 3M | -40.5% | +42.5% | -83.0% | -42.5% |
| 6M | -45.4% | +142.6% | -188.0% | -50.3% |
| YTD | -30.5% | +119.2% | -149.7% | -36.5% |
| 1Y | -37.1% | +40.7% | -77.8% | -40.6% |
| 3Y | +318.7% | -57.3% | +376.0% | +309.5% |
| All | +1,463.3% | -94.7% | +1,558.0% | +1,378.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling