+45.2%
NU vs AMC
-99.2%
+144.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.9% | +1.8% | -1.7% |
| 7D | -2.6% | -6.8% | +4.2% | -1.8% |
| 30D | +8.2% | +1.7% | +6.6% | +7.9% |
| 3M | +26.3% | +26.8% | -0.5% | +20.5% |
| 6M | +2.2% | +117.7% | -115.4% | -9.9% |
| YTD | -10.4% | +57.7% | -68.1% | -18.2% |
| 1Y | -3.0% | -12.5% | +9.5% | -5.0% |
| 3Y | +120.3% | -65.7% | +186.0% | +124.8% |
| All | +45.2% | -99.2% | +144.4% | +113.2% |
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