-10.8%
NVTS vs AMC
+38.0%
-48.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +7.3% | +1.7% | +8.1% |
| 7D | -0.3% | +17.7% | -18.0% | -2.2% |
| 30D | -24.4% | +26.2% | -50.6% | -26.2% |
| 3M | -26.5% | +31.3% | -57.8% | -28.8% |
| 6M | -41.4% | +142.8% | -184.2% | -51.2% |
| YTD | +30.7% | +125.6% | -95.0% | +13.2% |
| 1Y | -10.8% | +40.2% | -51.0% | +13.5% |
| All | -10.8% | +38.0% | -48.8% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling