+16.5%
APH vs NUE
+70.9%
-54.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.7% | -0.7% |
| 7D | +4.9% | +2.8% | +2.1% | +4.0% |
| 30D | -5.4% | -2.1% | -3.3% | -4.4% |
| 3M | -5.5% | -7.3% | +1.9% | -3.7% |
| 6M | +25.9% | +8.9% | +17.0% | +24.9% |
| YTD | +16.4% | +55.6% | -39.2% | +2.8% |
| 1Y | +16.5% | +74.7% | -58.2% | -1.2% |
| All | +16.5% | +70.9% | -54.4% | -1.2% |
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