+64.0%
NU vs AMIX
-99.9%
+163.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -2.0% |
| 7D | +7.5% | -13.7% | +21.2% | +7.5% |
| 30D | +6.1% | -62.1% | +68.2% | +6.1% |
| 3M | +26.8% | -46.2% | +73.0% | +28.1% |
| 6M | +2.5% | -46.4% | +48.9% | +3.4% |
| YTD | -8.2% | -60.3% | +52.1% | -7.3% |
| 1Y | +3.4% | -79.7% | +83.0% | +4.6% |
| All | +64.0% | -99.9% | +163.9% | +61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling