-26.9%
NU vs AMC
+37.4%
-64.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.6% | -3.8% |
| 7D | +0.8% | +8.4% | -7.7% | 0.0% |
| 30D | -24.1% | +9.2% | -33.2% | -24.7% |
| 3M | -12.8% | +32.0% | -44.8% | -15.5% |
| 6M | -10.9% | +149.3% | -160.1% | -21.5% |
| YTD | -29.3% | +114.1% | -143.4% | -37.6% |
| 1Y | -26.9% | +35.8% | -62.7% | -23.9% |
| All | -26.9% | +37.4% | -64.3% | -23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling