+146.2%
NUE vs AMC
-99.5%
+245.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.6% |
| 7D | +1.8% | -0.8% | +2.6% | +1.8% |
| 30D | -6.0% | -1.2% | -4.8% | -6.0% |
| 3M | +1.4% | +42.2% | -40.8% | -1.6% |
| 6M | +52.8% | +118.8% | -66.0% | +43.4% |
| YTD | +58.1% | +64.1% | -6.0% | +50.7% |
| 1Y | +80.4% | -9.5% | +90.0% | +78.1% |
| 3Y | +62.3% | -64.3% | +126.6% | +63.5% |
| 5Y | +146.2% | -99.5% | +245.7% | +235.8% |
| All | +146.2% | -99.5% | +245.7% | +235.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling