+70.9%
NVT vs AMP
+11.4%
+59.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.8% |
| 7D | +5.1% | +0.2% | +4.9% | +5.0% |
| 30D | -3.7% | -0.1% | -3.6% | -3.7% |
| 3M | -10.1% | +23.6% | -33.7% | -15.9% |
| 6M | +37.5% | +20.4% | +17.1% | +29.3% |
| YTD | +53.7% | +15.4% | +38.3% | +45.9% |
| 1Y | +70.9% | +11.0% | +59.9% | +58.2% |
| All | +70.9% | +11.4% | +59.5% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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