-0.2%
NVTS vs AMC
+40.5%
-40.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +8.3% | +3.0% | +10.0% |
| 7D | +20.8% | +6.6% | +14.2% | +20.3% |
| 30D | -11.1% | +14.1% | -25.2% | -12.0% |
| 3M | -31.0% | +31.3% | -62.3% | -32.8% |
| 6M | -47.4% | +126.7% | -174.0% | -54.4% |
| YTD | +34.2% | +117.9% | -83.8% | +20.1% |
| All | -0.2% | +40.5% | -40.7% | +23.9% |
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