+10.4%
NVTS vs AMC
+39.6%
-29.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +7.5% |
| 7D | +7.9% | -2.8% | +10.8% | +8.5% |
| 30D | +0.8% | +14.0% | -13.2% | -0.2% |
| 3M | -26.0% | +42.5% | -68.5% | -28.3% |
| 6M | -55.5% | +142.6% | -198.1% | -61.9% |
| YTD | +41.0% | +119.2% | -78.2% | +26.5% |
| 1Y | +10.4% | +40.7% | -30.3% | +35.6% |
| All | +10.4% | +39.6% | -29.2% | +35.6% |
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