+40.6%
NVDL vs AMCR
+13.1%
+27.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +11.7% | -1.9% | +13.5% | +12.0% |
| 30D | +7.8% | -4.1% | +11.9% | +8.6% |
| 3M | +3.3% | +21.7% | -18.4% | -1.7% |
| 6M | +38.9% | +1.5% | +37.4% | +29.7% |
| YTD | +28.5% | +13.1% | +15.4% | +26.3% |
| 1Y | +40.6% | +13.0% | +27.6% | +53.7% |
| All | +40.6% | +13.1% | +27.5% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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