-6.4%
NU vs AHR
+26.4%
-32.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.6% |
| 7D | -4.9% | -2.1% | -2.8% | -4.7% |
| 30D | +7.8% | +1.9% | +5.9% | +7.8% |
| 3M | +20.9% | +15.7% | +5.3% | +18.9% |
| 6M | +0.9% | +2.5% | -1.6% | 0.0% |
| YTD | -12.7% | +15.0% | -27.7% | -13.8% |
| 1Y | -6.4% | +28.1% | -34.5% | -10.6% |
| All | -6.4% | +26.4% | -32.8% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling