+103.3%
NU vs APA
+12.6%
+90.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.0% | -5.1% | -2.4% |
| 7D | -2.6% | +0.3% | -2.9% | -2.6% |
| 30D | +8.2% | +9.3% | -1.1% | +7.3% |
| 3M | +26.3% | +23.3% | +2.9% | +23.6% |
| 6M | +2.2% | +39.5% | -37.2% | -3.3% |
| YTD | -10.4% | +87.6% | -98.0% | -20.4% |
| 1Y | -3.0% | +114.2% | -117.2% | -17.1% |
| All | +103.3% | +12.6% | +90.6% | +86.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling