+45.2%
NU vs AIG
+52.9%
-7.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.6% | -2.4% |
| 7D | -2.6% | -1.4% | -1.2% | -1.8% |
| 30D | +8.2% | -3.3% | +11.5% | +10.2% |
| 3M | +26.3% | +2.2% | +24.1% | +24.4% |
| 6M | +2.2% | -2.1% | +4.4% | +3.0% |
| YTD | -10.4% | -11.2% | +0.8% | -5.3% |
| 1Y | -3.0% | -2.1% | -0.9% | -3.9% |
| 3Y | +120.3% | +34.4% | +85.9% | +69.4% |
| All | +45.2% | +52.9% | -7.7% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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