+45.4%
NU vs APA
+97.1%
-51.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | -4.2% | +0.8% | -5.0% | -4.4% |
| 30D | +10.0% | +9.6% | +0.4% | +8.0% |
| 3M | +29.3% | +18.0% | +11.3% | +24.5% |
| 6M | +0.9% | +41.9% | -40.9% | -8.4% |
| YTD | -10.3% | +86.3% | -96.6% | -24.5% |
| 1Y | -3.2% | +97.9% | -101.0% | -20.5% |
| 3Y | +120.6% | +12.8% | +107.8% | +103.2% |
| All | +45.4% | +97.1% | -51.7% | -9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling