+103.5%
NU vs AEM
+331.1%
-227.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.8% |
| 7D | -4.2% | -5.0% | +0.8% | -3.0% |
| 30D | +10.0% | +8.5% | +1.6% | +7.7% |
| 3M | +29.3% | +29.3% | 0.0% | +21.0% |
| 6M | +0.9% | -12.9% | +13.9% | +2.7% |
| YTD | -10.3% | +16.8% | -27.0% | -14.7% |
| 1Y | -3.2% | +29.8% | -33.0% | -10.5% |
| All | +103.5% | +331.1% | -227.6% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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