-24.1%
NU vs AMIX
-92.3%
+68.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.0% | +6.3% | +3.3% |
| 7D | +0.2% | -25.1% | +25.3% | +0.2% |
| 30D | -21.0% | -54.5% | +33.5% | -21.0% |
| 3M | -16.3% | -91.7% | +75.4% | -16.5% |
| 6M | -15.3% | -79.4% | +64.1% | -11.8% |
| YTD | -28.4% | -86.1% | +57.7% | -25.3% |
| 1Y | -24.1% | -91.6% | +67.5% | -20.8% |
| All | -24.1% | -92.3% | +68.2% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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