+28.0%
NU vs APA
+115.5%
-87.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.6% | +10.1% | +11.5% |
| 7D | +9.9% | +8.5% | +1.4% | +8.3% |
| 30D | -11.5% | +2.8% | -14.2% | -12.1% |
| 3M | -5.1% | +21.7% | -26.8% | -8.9% |
| 6M | +3.1% | +32.6% | -29.5% | -3.5% |
| YTD | -21.0% | +103.7% | -124.7% | -34.8% |
| 1Y | -15.2% | +101.8% | -117.0% | -30.0% |
| 3Y | +56.4% | +48.1% | +8.4% | +34.3% |
| All | +28.0% | +115.5% | -87.5% | -22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling