-10.8%
NVTS vs AMCR
+32.3%
-43.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.3% | +5.7% | +8.7% |
| 7D | -0.3% | +6.2% | -6.5% | -1.2% |
| 30D | -24.4% | +16.0% | -40.4% | -26.1% |
| 3M | -26.5% | +4.4% | -30.8% | -26.9% |
| 6M | -41.4% | +35.5% | -76.9% | -45.0% |
| YTD | +30.7% | +21.5% | +9.2% | +30.1% |
| 1Y | -10.8% | +30.7% | -41.5% | +0.7% |
| All | -10.8% | +32.3% | -43.1% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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