+41.5%
NU vs AMCR
-7.0%
+48.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -1.9% |
| 7D | -4.9% | -6.3% | +1.4% | -1.8% |
| 30D | +7.8% | -7.8% | +15.6% | +12.0% |
| 3M | +20.9% | +7.5% | +13.4% | +15.9% |
| 6M | +0.9% | +2.7% | -1.8% | -1.5% |
| YTD | -12.7% | +6.0% | -18.7% | -17.3% |
| 1Y | -6.4% | +7.8% | -14.2% | -12.6% |
| 3Y | +98.1% | +5.8% | +92.3% | +77.1% |
| All | +41.5% | -7.0% | +48.5% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling