+243.7%
APP vs NU
+36.3%
+207.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.5% |
| 7D | +0.1% | +6.0% | -5.9% | -3.0% |
| 30D | -10.0% | +10.8% | -20.8% | -15.1% |
| 3M | -44.6% | +32.2% | -76.8% | -52.3% |
| 6M | -37.9% | +5.1% | -43.0% | -40.1% |
| YTD | -53.7% | -8.4% | -45.3% | -51.9% |
| 1Y | -43.0% | +0.7% | -43.7% | -43.7% |
| 3Y | +640.8% | +125.1% | +515.7% | +381.9% |
| All | +243.7% | +36.3% | +207.4% | +103.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling