+1,062.4%
APH vs NUE
+559.5%
+502.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | +1.6% | -2.3% | +3.9% | +2.4% |
| 30D | -3.0% | -6.1% | +3.1% | -0.9% |
| 3M | +5.7% | +1.7% | +4.1% | +4.4% |
| 6M | +20.0% | +53.1% | -33.1% | +2.4% |
| YTD | +20.8% | +59.0% | -38.3% | +1.3% |
| 1Y | +40.2% | +85.3% | -45.1% | +10.7% |
| 3Y | +288.1% | +63.2% | +224.9% | +209.9% |
| 5Y | +352.5% | +146.8% | +205.7% | +192.7% |
| 10Y | +1,062.4% | +584.3% | +478.2% | +353.0% |
| All | +1,062.4% | +559.5% | +502.9% | +353.0% |
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