-30.1%
NVTS vs AMC
-99.2%
+69.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.7% | -3.7% | -5.7% |
| 7D | +3.9% | +3.5% | +0.4% | +3.2% |
| 30D | -4.3% | +12.5% | -16.8% | -6.3% |
| 3M | -34.5% | +23.6% | -58.1% | -37.7% |
| 6M | -57.7% | +144.4% | -202.1% | -67.9% |
| YTD | +25.4% | +108.3% | -83.0% | -2.8% |
| 1Y | +13.1% | +38.9% | -25.7% | -2.7% |
| 3Y | +48.9% | -58.9% | +107.8% | +55.7% |
| 5Y | -51.8% | -99.2% | +47.4% | -3.3% |
| All | -30.1% | -99.2% | +69.1% | +40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling