-26.3%
APH vs NUE
+82.6%
-108.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.6% | -52.4% | -47.5% |
| 7D | -48.7% | +3.4% | -52.2% | -48.3% |
| 30D | -51.9% | -5.0% | -47.0% | -51.1% |
| 3M | -43.6% | -0.2% | -43.3% | -42.4% |
| 6M | -37.5% | +49.1% | -86.7% | -40.4% |
| YTD | -38.6% | +61.0% | -99.6% | -41.8% |
| 1Y | -26.3% | +82.5% | -108.9% | -30.9% |
| All | -26.3% | +82.6% | -108.9% | -30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling