+352.8%
APH vs NUE
+142.0%
+210.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.7% |
| 7D | +0.2% | +1.8% | -1.6% | -0.4% |
| 30D | -3.3% | -6.0% | +2.6% | -1.7% |
| 3M | +14.0% | +1.4% | +12.6% | +13.0% |
| 6M | +24.4% | +52.8% | -28.4% | +9.1% |
| YTD | +21.4% | +58.1% | -36.7% | +5.0% |
| 1Y | +48.9% | +80.4% | -31.5% | +23.3% |
| 3Y | +290.1% | +62.3% | +227.8% | +222.5% |
| 5Y | +352.8% | +146.2% | +206.6% | +231.5% |
| All | +352.8% | +142.0% | +210.8% | +231.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling