-99.9%
AMIX vs NUE
+49.1%
-149.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +4.4% |
| 7D | -9.9% | +2.8% | -12.6% | -12.5% |
| 30D | -52.8% | -2.1% | -50.7% | -52.4% |
| 3M | -80.0% | -7.3% | -72.7% | -79.0% |
| 6M | -80.2% | +8.9% | -89.1% | -80.8% |
| YTD | -88.1% | +55.6% | -143.7% | -90.5% |
| 1Y | -91.1% | +74.7% | -165.7% | -93.3% |
| All | -99.9% | +49.1% | -149.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling