+14.5%
NU vs AMC
-98.9%
+113.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.6% | -3.7% |
| 7D | +0.8% | +8.4% | -7.7% | -0.2% |
| 30D | -24.1% | +9.2% | -33.2% | -25.0% |
| 3M | -12.8% | +32.0% | -44.8% | -16.3% |
| 6M | -10.9% | +149.3% | -160.1% | -22.6% |
| YTD | -29.3% | +114.1% | -143.4% | -38.2% |
| 1Y | -26.9% | +35.8% | -62.7% | -32.4% |
| 3Y | +38.8% | -58.3% | +97.2% | +40.3% |
| All | +14.5% | -98.9% | +113.5% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling