-24.1%
NU vs AMCR
+32.3%
-56.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.3% | 0.0% | +2.4% |
| 7D | +0.2% | +6.2% | -6.1% | -1.4% |
| 30D | -21.0% | +16.0% | -37.0% | -24.1% |
| 3M | -16.3% | +4.4% | -20.7% | -17.3% |
| 6M | -15.3% | +35.5% | -50.8% | -22.4% |
| YTD | -28.4% | +21.5% | -49.9% | -33.3% |
| 1Y | -24.1% | +30.7% | -54.9% | -30.1% |
| All | -24.1% | +32.3% | -56.4% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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