-35.9%
APP vs NU
+3.6%
-39.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +3.4% |
| 7D | +0.9% | +7.5% | -6.6% | -3.5% |
| 30D | -23.3% | +6.1% | -29.4% | -26.2% |
| 3M | -42.6% | +26.8% | -69.5% | -50.4% |
| 6M | -33.6% | +2.5% | -36.1% | -34.3% |
| YTD | -52.4% | -8.2% | -44.2% | -46.5% |
| 1Y | -35.9% | +3.4% | -39.2% | -34.2% |
| All | -35.9% | +3.6% | -39.5% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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