+436.0%
NUE vs AMC
-98.7%
+534.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.8% |
| 7D | -6.2% | +5.5% | -11.7% | -6.4% |
| 30D | +2.5% | +16.1% | -13.7% | +2.0% |
| 3M | -6.4% | +43.0% | -49.4% | -7.5% |
| 6M | +13.3% | +130.7% | -117.4% | +9.8% |
| YTD | +58.5% | +121.8% | -63.3% | +53.5% |
| 1Y | +81.9% | +40.7% | +41.2% | +78.4% |
| 3Y | +75.3% | -56.8% | +132.1% | +74.6% |
| 5Y | +149.9% | -99.1% | +249.0% | +165.3% |
| 10Y | +436.0% | -98.7% | +534.7% | +409.5% |
| All | +436.0% | -98.7% | +534.7% | +409.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling