+397.7%
NVDL vs AMIX
-99.9%
+497.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -0.8% | +1.6% | -2.4% | -0.8% |
| 30D | +3.4% | -50.8% | +54.2% | +3.9% |
| 3M | +8.1% | -46.3% | +54.4% | +6.1% |
| 6M | +31.9% | -49.9% | +81.7% | +29.4% |
| YTD | +21.1% | -60.4% | +81.5% | +18.9% |
| 1Y | +34.0% | -81.7% | +115.8% | +32.4% |
| All | +397.7% | -99.9% | +497.6% | +325.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling