+253.1%
APP vs NU
+36.6%
+216.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +3.2% |
| 7D | +0.9% | +7.5% | -6.6% | -2.9% |
| 30D | -23.3% | +6.1% | -29.4% | -25.9% |
| 3M | -42.6% | +26.8% | -69.5% | -49.5% |
| 6M | -33.6% | +2.5% | -36.1% | -35.2% |
| YTD | -52.4% | -8.2% | -44.2% | -50.6% |
| 1Y | -35.9% | +3.4% | -39.2% | -37.5% |
| 3Y | +642.2% | +116.2% | +526.0% | +391.8% |
| All | +253.1% | +36.6% | +216.5% | +108.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling