+351.6%
APP vs NU
+9.9%
+341.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.7% | +2.1% | +3.4% |
| 7D | +79.2% | +6.4% | +72.8% | +73.7% |
| 30D | +48.0% | -23.3% | +71.3% | +66.8% |
| 3M | +18.2% | -10.7% | +28.9% | +21.3% |
| 6M | -12.5% | -10.4% | -2.1% | -10.7% |
| YTD | -39.2% | -26.2% | -13.0% | -31.2% |
| 1Y | -33.9% | -22.1% | -11.7% | -27.4% |
| 3Y | +933.3% | +49.6% | +883.6% | +704.4% |
| All | +351.6% | +9.9% | +341.8% | +190.4% |
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