+160.1%
NVDL vs AMIX
-100.0%
+260.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -8.4% | -0.5% | -8.9% |
| 7D | -17.5% | -10.9% | -6.6% | -17.4% |
| 30D | -49.2% | -55.0% | +5.7% | -48.9% |
| 3M | -49.0% | -82.0% | +33.0% | -48.3% |
| 6M | -50.9% | -80.4% | +29.5% | -51.5% |
| YTD | -36.7% | -88.3% | +51.6% | -37.3% |
| 1Y | -43.0% | -92.4% | +49.4% | -43.3% |
| All | +160.1% | -100.0% | +260.1% | +124.3% |
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