+129,097.8%
APH vs NUE
+10,397.0%
+118,700.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.7% | +6.5% | +7.6% |
| 7D | +1.1% | -10.2% | +11.3% | +4.8% |
| 30D | -7.5% | -0.4% | -7.0% | -7.2% |
| 3M | -4.4% | -8.4% | +3.9% | -1.7% |
| 6M | +26.5% | +10.1% | +16.4% | +22.0% |
| YTD | +20.0% | +54.1% | -34.0% | +3.5% |
| 1Y | +16.9% | +74.7% | -57.9% | -3.4% |
| 3Y | +288.5% | +72.0% | +216.5% | +213.7% |
| 5Y | +310.3% | +136.4% | +173.9% | +187.5% |
| 10Y | +951.3% | +434.6% | +516.7% | +436.1% |
| All | +129,097.8% | +10,397.0% | +118,700.8% | +32,101.5% |
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 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