+2,494.8%
NVDL vs AMP
+74.9%
+2,419.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -5.0% |
| 7D | -8.7% | -2.0% | -6.6% | -6.6% |
| 30D | -1.3% | -1.7% | +0.4% | +0.2% |
| 3M | +11.4% | +23.2% | -11.9% | -14.2% |
| 6M | +22.9% | +22.2% | +0.7% | -4.7% |
| YTD | +15.4% | +14.0% | +1.4% | -5.1% |
| 1Y | +18.8% | +14.0% | +4.8% | -3.4% |
| 3Y | +641.4% | +67.0% | +574.4% | +295.6% |
| All | +2,494.8% | +74.9% | +2,419.9% | +1,112.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling