-2.5%
NVTS vs AMIX
-91.4%
+88.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | 0.0% | +9.5% | +9.5% |
| 7D | +1.5% | -16.0% | +17.6% | +2.0% |
| 30D | -23.8% | -55.4% | +31.6% | -22.1% |
| 3M | -30.6% | -87.5% | +56.9% | -26.9% |
| 6M | -48.4% | -81.2% | +32.8% | -46.2% |
| YTD | +20.6% | -86.8% | +107.4% | +27.2% |
| 1Y | -2.5% | -91.6% | +89.0% | +5.0% |
| All | -2.5% | -91.4% | +88.8% | +5.0% |
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