+31.5%
NU vs AMIX
-100.0%
+131.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -20.0% | +22.0% | +2.0% |
| 7D | +2.8% | -8.1% | +10.8% | +2.8% |
| 30D | -23.0% | -52.3% | +29.2% | -23.0% |
| 3M | -9.7% | -83.8% | +74.0% | -9.7% |
| 6M | -8.7% | -79.0% | +70.2% | -8.0% |
| YTD | -26.4% | -87.2% | +60.8% | -25.6% |
| 1Y | -24.8% | -91.7% | +66.9% | -23.9% |
| All | +31.5% | -100.0% | +131.4% | +29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling