+191.2%
NVT vs AMC
-67.8%
+259.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.4% | +7.6% | +4.4% |
| 7D | +10.4% | -0.8% | +11.1% | +10.4% |
| 30D | -1.3% | -1.2% | -0.1% | -1.3% |
| 3M | -0.6% | +42.2% | -42.8% | -3.4% |
| 6M | +53.8% | +118.8% | -65.0% | +44.7% |
| YTD | +60.2% | +64.1% | -3.9% | +53.1% |
| 1Y | +76.8% | -9.5% | +86.3% | +74.6% |
| 3Y | +191.2% | -64.3% | +255.6% | +217.5% |
| All | +191.2% | -67.8% | +259.1% | +217.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling