+40.6%
NVDL vs AMRZ
-14.5%
+55.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.8% |
| 7D | +11.7% | -1.9% | +13.6% | +12.4% |
| 30D | +7.8% | -16.9% | +24.8% | +15.1% |
| 3M | +3.3% | -19.2% | +22.5% | +10.9% |
| 6M | +38.9% | -29.3% | +68.2% | +54.8% |
| YTD | +28.5% | -18.0% | +46.4% | +37.6% |
| 1Y | +40.6% | -15.1% | +55.7% | +47.4% |
| All | +40.6% | -14.5% | +55.1% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling