+97.7%
NVTS vs AMRZ
-25.1%
+122.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.6% | -3.4% |
| 7D | +0.5% | -8.1% | +8.6% | +3.6% |
| 30D | -18.0% | -14.8% | -3.2% | -13.0% |
| 3M | -45.6% | -19.7% | -25.9% | -41.8% |
| 6M | +28.5% | -30.8% | +59.3% | +45.5% |
| YTD | +56.2% | -24.3% | +80.5% | +60.3% |
| 1Y | +97.7% | -24.0% | +121.7% | +88.3% |
| All | +97.7% | -25.1% | +122.8% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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