-55.4%
APP vs NUE
+86.4%
-141.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -2.1% | +12.7% | +10.5% |
| 7D | +4.5% | -1.4% | +6.0% | +4.4% |
| 30D | -3.6% | +6.6% | -10.2% | -3.3% |
| 3M | -35.3% | -2.0% | -33.2% | -35.5% |
| 6M | -42.8% | +19.2% | -62.0% | -40.4% |
| YTD | -59.7% | +65.6% | -125.3% | -53.5% |
| 1Y | -55.4% | +87.8% | -143.2% | -49.1% |
| All | -55.4% | +86.4% | -141.8% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling