-32.5%
NVT vs AMC
+131.1%
-163.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +4.9% | +3.9% |
| 7D | +3.5% | -2.8% | +6.3% | +3.7% |
| 30D | -28.2% | +14.0% | -42.2% | -28.6% |
| 3M | -30.1% | +42.5% | -72.6% | -31.3% |
| 6M | -32.5% | +142.6% | -175.0% | -37.4% |
| All | -32.5% | +131.1% | -163.6% | -37.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling