+57.1%
NVTS vs AMIX
-100.0%
+157.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -20.0% | +27.4% | +7.9% |
| 7D | +7.9% | -8.1% | +16.0% | +8.1% |
| 30D | +0.8% | -52.3% | +53.1% | +2.7% |
| 3M | -26.0% | -83.8% | +57.8% | -22.6% |
| 6M | -55.5% | -79.0% | +23.4% | -56.8% |
| YTD | +41.0% | -87.2% | +128.2% | +38.5% |
| 1Y | +10.4% | -91.7% | +102.1% | +9.5% |
| All | +57.1% | -100.0% | +157.1% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling