+52.9%
NU vs AHR
+356.1%
-303.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.4% |
| 7D | -4.9% | -2.1% | -2.8% | -4.3% |
| 30D | +7.8% | +1.9% | +5.9% | +7.3% |
| 3M | +20.9% | +15.7% | +5.3% | +15.0% |
| 6M | +0.9% | +2.5% | -1.6% | -0.4% |
| YTD | -12.7% | +15.0% | -27.7% | -17.4% |
| 1Y | -6.4% | +28.1% | -34.5% | -15.5% |
| All | +52.9% | +356.1% | -303.2% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling