-10.8%
NVTS vs AMIX
-92.3%
+81.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -3.0% | +12.0% | +9.1% |
| 7D | -0.3% | -25.1% | +24.8% | +0.5% |
| 30D | -24.4% | -54.5% | +30.1% | -22.8% |
| 3M | -26.5% | -91.7% | +65.3% | -21.9% |
| 6M | -41.4% | -79.4% | +38.1% | -39.3% |
| YTD | +30.7% | -86.1% | +116.7% | +37.4% |
| 1Y | -10.8% | -91.6% | +80.8% | -4.0% |
| All | -10.8% | -92.3% | +81.5% | -4.0% |
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