+512.2%
NVT vs AMC
-97.6%
+609.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +4.9% | +3.8% |
| 7D | +3.5% | -2.8% | +6.3% | +3.6% |
| 30D | -28.2% | +14.0% | -42.2% | -28.5% |
| 3M | -30.1% | +42.5% | -72.6% | -30.9% |
| 6M | -32.5% | +142.6% | -175.0% | -34.7% |
| YTD | +15.2% | +119.2% | -104.0% | +11.4% |
| 1Y | +7.2% | +40.7% | -33.5% | +5.0% |
| 3Y | +134.2% | -57.3% | +191.5% | +133.6% |
| 5Y | +238.3% | -99.1% | +337.5% | +261.1% |
| All | +512.2% | -97.6% | +609.8% | +465.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling