-99.9%
AMIX vs NUE
+54.9%
-154.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.9% | -21.9% | -21.8% |
| 7D | -8.1% | -2.4% | -5.6% | -6.3% |
| 30D | -52.3% | +3.8% | -56.1% | -54.5% |
| 3M | -83.8% | -3.7% | -80.1% | -83.6% |
| 6M | -79.0% | +13.2% | -92.2% | -80.3% |
| YTD | -87.2% | +61.6% | -148.8% | -90.1% |
| 1Y | -91.7% | +83.6% | -175.3% | -94.0% |
| All | -99.9% | +54.9% | -154.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling