+979.9%
APA vs NUE
+14,124.9%
-13,145.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.5% | +5.1% | +3.2% |
| 7D | +8.5% | +2.8% | +5.8% | +7.2% |
| 30D | +2.8% | -2.1% | +4.9% | +3.4% |
| 3M | +21.7% | -7.3% | +29.0% | +24.6% |
| 6M | +32.6% | +8.9% | +23.7% | +25.2% |
| YTD | +103.7% | +55.6% | +48.1% | +62.4% |
| 1Y | +101.8% | +74.7% | +27.1% | +52.7% |
| 3Y | +48.1% | +71.7% | -23.6% | +10.7% |
| 5Y | +91.9% | +141.2% | -49.3% | +17.7% |
| 10Y | +8.4% | +429.6% | -421.2% | -49.8% |
| All | +979.9% | +14,124.9% | -13,145.0% | +151.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling