+717.0%
NVT vs AMC
-98.1%
+815.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.3% | -1.7% | +2.5% |
| 7D | +5.1% | +2.3% | +2.8% | +5.0% |
| 30D | -3.7% | -0.7% | -3.0% | -3.7% |
| 3M | -10.1% | +35.2% | -45.4% | -11.4% |
| 6M | +37.5% | +124.6% | -87.1% | +33.1% |
| YTD | +53.7% | +69.9% | -16.1% | +50.0% |
| 1Y | +70.9% | -2.6% | +73.4% | +69.4% |
| 3Y | +180.4% | -79.8% | +260.2% | +184.7% |
| 5Y | +393.5% | -99.4% | +492.9% | +432.3% |
| All | +717.0% | -98.1% | +815.1% | +661.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling