+113.0%
NVTS vs AMIX
-81.0%
+194.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +6.4% |
| 7D | +2.7% | -13.7% | +16.4% | +3.1% |
| 30D | -4.5% | -62.1% | +57.6% | -2.3% |
| 3M | -61.5% | -46.2% | -15.4% | -59.6% |
| 6M | +28.0% | -46.4% | +74.4% | +31.2% |
| YTD | +65.3% | -60.3% | +125.5% | +74.5% |
| 1Y | +113.0% | -79.7% | +192.7% | +187.9% |
| All | +113.0% | -81.0% | +194.0% | +187.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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