+45.2%
NU vs AMP
+97.9%
-52.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.6% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | +8.2% | -1.0% | +9.2% | +9.0% |
| 3M | +26.3% | +23.2% | +3.0% | +9.1% |
| 6M | +2.2% | +20.4% | -18.2% | -10.5% |
| YTD | -10.4% | +13.6% | -24.0% | -19.3% |
| 1Y | -3.0% | +13.4% | -16.3% | -12.8% |
| 3Y | +120.3% | +66.5% | +53.8% | +37.9% |
| All | +45.2% | +97.9% | -52.7% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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