+262.1%
APH vs NUE
+66.5%
+195.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.2% |
| 7D | -5.9% | -10.6% | +4.6% | -2.8% |
| 30D | -14.8% | -0.6% | -14.2% | -14.3% |
| 3M | -12.4% | -9.7% | -2.7% | -9.8% |
| 6M | +8.1% | +5.1% | +3.0% | +6.4% |
| YTD | +10.9% | +51.4% | -40.5% | -2.3% |
| 1Y | +8.8% | +71.3% | -62.6% | -7.8% |
| 3Y | +262.1% | +66.8% | +195.2% | +194.7% |
| All | +262.1% | +66.5% | +195.6% | +194.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling