-26.9%
NU vs APD
+23.7%
-50.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.0% |
| 7D | +0.8% | +2.2% | -1.4% | +0.6% |
| 30D | -24.1% | +9.4% | -33.5% | -24.5% |
| 3M | -12.8% | +4.7% | -17.4% | -13.2% |
| 6M | -10.9% | +5.5% | -16.3% | -12.0% |
| YTD | -29.3% | +31.4% | -60.7% | -29.5% |
| 1Y | -26.9% | +24.1% | -51.0% | -26.4% |
| All | -26.9% | +23.7% | -50.5% | -26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling