+335.7%
APP vs NU
+7.4%
+328.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.3% | -2.4% |
| 7D | +61.1% | +4.0% | +57.0% | +58.0% |
| 30D | +42.8% | -25.1% | +67.8% | +62.8% |
| 3M | +16.7% | -12.8% | +29.5% | +21.2% |
| 6M | -15.6% | -12.5% | -3.1% | -12.9% |
| YTD | -41.3% | -27.8% | -13.5% | -32.8% |
| 1Y | -39.3% | -24.6% | -14.7% | -32.2% |
| 3Y | +803.2% | +41.8% | +761.4% | +620.9% |
| All | +335.7% | +7.4% | +328.3% | +183.4% |
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