+132,206.2%
APH vs NUE
+10,869.1%
+121,337.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +5.0% | +4.2% | +0.7% | +3.5% |
| 30D | -3.9% | -5.0% | +1.1% | -2.4% |
| 3M | +13.0% | -0.2% | +13.2% | +12.3% |
| 6M | +25.2% | +49.1% | -24.0% | +9.2% |
| YTD | +22.9% | +61.0% | -38.1% | +4.4% |
| 1Y | +47.8% | +82.5% | -34.7% | +19.9% |
| 3Y | +283.0% | +57.9% | +225.1% | +217.1% |
| 5Y | +349.7% | +146.6% | +203.1% | +209.4% |
| 10Y | +1,061.2% | +561.6% | +499.6% | +451.9% |
| All | +132,206.2% | +10,869.1% | +121,337.1% | +32,392.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling