+40.0%
NU vs APA
+43.6%
-3.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.0% | -5.9% | -4.1% |
| 7D | +0.8% | +9.6% | -8.8% | 0.0% |
| 30D | -24.1% | -0.2% | -23.8% | -24.1% |
| 3M | -12.8% | +19.8% | -32.6% | -14.2% |
| 6M | -10.9% | +30.1% | -40.9% | -13.3% |
| YTD | -29.3% | +100.4% | -129.8% | -37.6% |
| 1Y | -26.9% | +105.2% | -132.1% | -36.0% |
| All | +40.0% | +43.6% | -3.6% | +25.1% |
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