-42.8%
NVTS vs AMC
-99.3%
+56.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.9% | +7.6% | +9.1% |
| 7D | +1.5% | +2.6% | -1.1% | +1.3% |
| 30D | -23.8% | +9.0% | -32.8% | -24.9% |
| 3M | -30.6% | +22.2% | -52.7% | -33.9% |
| 6M | -48.4% | +91.5% | -139.8% | -58.4% |
| YTD | +20.6% | +101.3% | -80.7% | -5.7% |
| 1Y | -2.5% | +20.8% | -23.3% | -13.1% |
| 3Y | +44.0% | -71.3% | +115.3% | +61.2% |
| All | -42.8% | -99.3% | +56.5% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling