+41.5%
NU vs AEE
+39.1%
+2.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.7% |
| 7D | -4.9% | -0.8% | -4.1% | -4.7% |
| 30D | +7.8% | -2.9% | +10.7% | +8.5% |
| 3M | +20.9% | -2.4% | +23.3% | +21.4% |
| 6M | +0.9% | -2.7% | +3.6% | +1.4% |
| YTD | -12.7% | +7.3% | -19.9% | -14.3% |
| 1Y | -6.4% | +7.5% | -14.0% | -8.3% |
| 3Y | +98.1% | +46.2% | +51.9% | +76.3% |
| All | +41.5% | +39.1% | +2.4% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 5y: compounded portfolio wealth divided by compounded AEE 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…
5y analysis · Full analysis span regression · 6 months rolling