+227.1%
NVT vs AMC
-99.2%
+326.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.6% |
| 7D | +8.0% | +3.5% | +4.5% | +7.8% |
| 30D | -24.8% | +12.5% | -37.2% | -25.2% |
| 3M | -32.4% | +23.6% | -56.0% | -33.3% |
| 6M | -33.5% | +144.4% | -177.8% | -37.2% |
| YTD | +13.2% | +108.3% | -95.1% | +7.2% |
| 1Y | +9.0% | +38.9% | -29.9% | +5.4% |
| 3Y | +129.4% | -58.9% | +188.2% | +130.1% |
| All | +227.1% | -99.2% | +326.3% | +279.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling