+712.5%
NVT vs AMC
-98.3%
+810.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +1.9% | -2.0% |
| 7D | +2.0% | -7.1% | +9.1% | +2.3% |
| 30D | -7.2% | -1.7% | -5.5% | -7.2% |
| 3M | -0.9% | +13.5% | -14.4% | -1.7% |
| 6M | +42.6% | +112.6% | -70.0% | +38.3% |
| YTD | +52.9% | +51.3% | +1.6% | +49.7% |
| 1Y | +64.5% | -14.5% | +79.0% | +63.7% |
| 3Y | +178.0% | -67.1% | +245.1% | +179.4% |
| 5Y | +402.8% | -99.5% | +502.3% | +446.0% |
| All | +712.5% | -98.3% | +810.8% | +659.8% |
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 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