-3.7%
APA vs NUE
+599.8%
-603.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.1% | -0.6% |
| 7D | +4.6% | -0.6% | +5.2% | +5.0% |
| 30D | +11.9% | -4.6% | +16.5% | +14.6% |
| 3M | +22.5% | -0.3% | +22.8% | +20.8% |
| 6M | +37.5% | +51.9% | -14.3% | -0.3% |
| YTD | +87.2% | +60.0% | +27.2% | +30.5% |
| 1Y | +101.4% | +82.9% | +18.5% | +26.2% |
| 3Y | +16.9% | +66.0% | -49.1% | -25.5% |
| 5Y | +178.4% | +149.0% | +29.5% | +12.1% |
| All | -3.7% | +599.8% | -603.5% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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