+892.4%
APP vs NU
+40.4%
+852.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.5% | +7.4% | +8.5% |
| 7D | +71.2% | +3.6% | +67.6% | +67.7% |
| 30D | +39.1% | -22.8% | +61.9% | +58.0% |
| 3M | +16.5% | -14.8% | +31.4% | +22.5% |
| 6M | -16.6% | -16.9% | +0.4% | -11.1% |
| YTD | -41.9% | -28.1% | -13.8% | -31.8% |
| 1Y | -37.0% | -24.5% | -12.5% | -28.5% |
| 3Y | +892.4% | +44.8% | +847.7% | +538.1% |
| All | +892.4% | +40.4% | +852.1% | +538.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling