+45.4%
NU vs APD
+14.0%
+31.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.4% |
| 7D | -4.2% | -3.5% | -0.7% | -2.8% |
| 30D | +10.0% | -5.1% | +15.1% | +12.4% |
| 3M | +29.3% | +6.9% | +22.4% | +25.5% |
| 6M | +0.9% | +8.1% | -7.1% | -3.0% |
| YTD | -10.3% | +21.2% | -31.5% | -18.6% |
| 1Y | -3.2% | +4.9% | -8.0% | -6.4% |
| 3Y | +120.6% | +6.3% | +114.3% | +107.9% |
| All | +45.4% | +14.0% | +31.4% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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