+506.6%
APP vs NUE
+249.5%
+257.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.9% | -6.4% | -4.2% |
| 7D | +61.1% | -6.2% | +67.3% | +62.7% |
| 30D | +42.8% | +2.5% | +40.3% | +40.4% |
| 3M | +16.7% | -6.4% | +23.1% | +17.4% |
| 6M | -15.6% | +13.3% | -28.9% | -20.0% |
| YTD | -41.3% | +58.5% | -99.8% | -50.3% |
| 1Y | -39.3% | +81.9% | -121.2% | -50.9% |
| 3Y | +803.2% | +75.3% | +727.9% | +604.8% |
| 5Y | +313.2% | +149.9% | +163.2% | +191.9% |
| All | +506.6% | +249.5% | +257.1% | +327.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling