+406.8%
NVDL vs AMIX
-99.9%
+506.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -4.0% |
| 7D | +7.3% | -3.4% | +10.7% | +7.3% |
| 30D | -0.7% | -54.4% | +53.7% | -0.2% |
| 3M | +9.5% | -45.7% | +55.2% | +7.4% |
| 6M | +41.6% | -49.2% | +90.8% | +38.9% |
| YTD | +23.3% | -60.3% | +83.7% | +21.1% |
| 1Y | +40.3% | -81.4% | +121.6% | +38.5% |
| All | +406.8% | -99.9% | +506.7% | +333.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling