+37.5%
NVTS vs AMC
-79.6%
+117.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.3% | +2.0% | +5.3% |
| 7D | +2.7% | +2.3% | +0.4% | +2.2% |
| 30D | -4.5% | -0.7% | -3.7% | -4.5% |
| 3M | -61.5% | +35.2% | -96.7% | -65.6% |
| 6M | +28.0% | +124.6% | -96.6% | -5.9% |
| YTD | +65.3% | +69.9% | -4.6% | +31.6% |
| 1Y | +113.0% | -2.6% | +115.6% | +99.8% |
| All | +37.5% | -79.6% | +117.1% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling