+63.6%
NU vs AMIX
-99.9%
+163.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.8% |
| 3M | +32.2% | -45.7% | +77.9% | +33.4% |
| 6M | +5.1% | -49.2% | +54.3% | +6.1% |
| YTD | -8.4% | -60.3% | +51.9% | -7.5% |
| 1Y | +0.7% | -81.4% | +82.1% | +2.0% |
| All | +63.6% | -99.9% | +163.5% | +61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling