+77.9%
NVTS vs AMRZ
-19.2%
+97.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.5% |
| 7D | +3.5% | -4.7% | +8.1% | +5.2% |
| 30D | -11.9% | -11.3% | -0.6% | -8.1% |
| 3M | -49.2% | -22.1% | -27.2% | -44.9% |
| 6M | +38.4% | -29.6% | +68.0% | +54.9% |
| YTD | +62.5% | -23.3% | +85.8% | +69.1% |
| 1Y | +101.4% | -23.7% | +125.1% | +103.2% |
| All | +77.9% | -19.2% | +97.1% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling