-6.4%
NU vs AMRZ
-24.2%
+17.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -4.9% | -7.5% | +2.7% | -2.1% |
| 30D | +7.8% | -12.4% | +20.2% | +13.3% |
| 3M | +20.9% | -22.4% | +43.3% | +32.2% |
| 6M | +0.9% | -29.5% | +30.4% | +13.0% |
| YTD | -12.7% | -24.1% | +11.5% | -4.0% |
| 1Y | -6.4% | -26.3% | +19.9% | +2.3% |
| All | -6.4% | -24.2% | +17.8% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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