-55.4%
NVO vs AMIX
-99.9%
+44.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -4.7% | +1.6% | -6.3% | -4.7% |
| 30D | -5.4% | -50.8% | +45.4% | -6.1% |
| 3M | +7.0% | -46.3% | +53.2% | +10.4% |
| 6M | +17.6% | -49.9% | +67.5% | +21.3% |
| YTD | -8.0% | -60.4% | +52.4% | -5.5% |
| 1Y | -13.8% | -81.7% | +67.9% | -12.0% |
| All | -55.4% | -99.9% | +44.4% | -57.3% |
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