+125.1%
NU vs AMT
+6.7%
+118.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +6.0% | -0.2% | +6.2% | +6.0% |
| 30D | +10.8% | +1.8% | +8.9% | +10.7% |
| 3M | +32.2% | -6.2% | +38.3% | +32.7% |
| 6M | +5.1% | -5.0% | +10.1% | +5.3% |
| YTD | -8.4% | +2.1% | -10.5% | -8.6% |
| 1Y | +0.7% | -5.7% | +6.5% | +1.0% |
| 3Y | +125.1% | +7.9% | +117.2% | +124.4% |
| All | +125.1% | +6.7% | +118.4% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 3y: compounded portfolio wealth divided by compounded AMT 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…
3y analysis · Full analysis span regression · 6 months rolling