+70.9%
NVT vs AMCR
+11.5%
+59.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +2.7% |
| 7D | +5.1% | -3.3% | +8.3% | +5.4% |
| 30D | -3.7% | -5.4% | +1.7% | -3.1% |
| 3M | -10.1% | +20.0% | -30.1% | -14.0% |
| 6M | +37.5% | 0.0% | +37.4% | +31.6% |
| YTD | +53.7% | +11.5% | +42.2% | +47.5% |
| 1Y | +70.9% | +11.4% | +59.5% | +63.5% |
| All | +70.9% | +11.5% | +59.3% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling