+0.7%
NU vs AMIX
-80.5%
+81.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.3% |
| 7D | +6.0% | -3.4% | +9.4% | +6.0% |
| 30D | +10.8% | -54.4% | +65.1% | +10.7% |
| 3M | +32.2% | -45.7% | +77.9% | +38.9% |
| 6M | +5.1% | -49.2% | +54.3% | +10.0% |
| YTD | -8.4% | -60.3% | +51.9% | -4.0% |
| 1Y | +0.7% | -81.4% | +82.1% | +11.3% |
| All | +0.7% | -80.5% | +81.2% | +11.3% |
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