+16.5%
NU vs AMC
-99.0%
+115.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.5% | +2.2% |
| 7D | +3.6% | +2.6% | +1.0% | +3.2% |
| 30D | -22.8% | +9.0% | -31.8% | -23.7% |
| 3M | -14.8% | +22.2% | -37.0% | -17.5% |
| 6M | -16.9% | +91.5% | -108.4% | -25.5% |
| YTD | -28.1% | +101.3% | -129.4% | -36.7% |
| 1Y | -24.5% | +20.8% | -45.3% | -29.2% |
| 3Y | +44.8% | -71.3% | +116.1% | +55.3% |
| All | +16.5% | -99.0% | +115.5% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling