+70.9%
NVT vs AMC
-2.6%
+73.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.3% | -1.7% | +2.3% |
| 7D | +5.1% | +2.3% | +2.8% | +4.9% |
| 30D | -3.7% | -0.7% | -3.0% | -3.7% |
| 3M | -10.1% | +35.2% | -45.4% | -12.4% |
| 6M | +37.5% | +124.6% | -87.1% | +25.3% |
| YTD | +53.7% | +69.9% | -16.1% | +45.7% |
| 1Y | +70.9% | -2.6% | +73.4% | +75.8% |
| All | +70.9% | -2.6% | +73.4% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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