+649.9%
NVDL vs AMP
+66.7%
+583.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -1.0% |
| 7D | -10.3% | -0.5% | -9.8% | -9.8% |
| 30D | -7.1% | -1.3% | -5.8% | -6.1% |
| 3M | +6.6% | +24.2% | -17.6% | -18.4% |
| 6M | +21.1% | +24.6% | -3.5% | -7.9% |
| YTD | +15.2% | +14.8% | +0.4% | -5.9% |
| 1Y | +18.8% | +12.8% | +6.0% | -1.4% |
| 3Y | +649.9% | +69.0% | +580.9% | +316.3% |
| All | +649.9% | +66.7% | +583.2% | +316.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling