-24.1%
NU vs APA
+107.6%
-131.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -6.9% | +10.1% | +1.8% |
| 7D | +0.2% | -13.0% | +13.1% | -2.5% |
| 30D | -21.0% | +2.0% | -23.0% | -20.3% |
| 3M | -16.3% | +24.9% | -41.2% | -10.6% |
| 6M | -15.3% | +7.2% | -22.5% | -11.7% |
| YTD | -28.4% | +87.1% | -115.5% | -20.3% |
| 1Y | -24.1% | +107.2% | -131.3% | -13.6% |
| All | -24.1% | +107.6% | -131.7% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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