+654.6%
APP vs NUE
+63.2%
+591.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.8% | +2.3% |
| 7D | +0.9% | +4.2% | -3.3% | -0.1% |
| 30D | -23.3% | -5.0% | -18.3% | -22.4% |
| 3M | -42.6% | -0.2% | -42.4% | -42.6% |
| 6M | -33.6% | +49.1% | -82.8% | -40.5% |
| YTD | -52.4% | +61.0% | -113.4% | -58.4% |
| 1Y | -35.9% | +82.5% | -118.4% | -46.5% |
| All | +654.6% | +63.2% | +591.4% | +467.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling