+40.2%
APH vs NUE
+80.6%
-40.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | +1.6% | -2.3% | +3.9% | +2.0% |
| 30D | -3.0% | -6.1% | +3.1% | -2.2% |
| 3M | +5.7% | +1.7% | +4.1% | +6.0% |
| 6M | +20.0% | +53.1% | -33.1% | +11.7% |
| YTD | +20.8% | +59.0% | -38.3% | +11.3% |
| 1Y | +40.2% | +85.3% | -45.1% | +28.0% |
| All | +40.2% | +80.6% | -40.4% | +28.0% |
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 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