+125.1%
NU vs APD
+10.0%
+115.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | +6.0% | -2.5% | +8.5% | +6.6% |
| 30D | +10.8% | -1.9% | +12.7% | +11.2% |
| 3M | +32.2% | +8.2% | +23.9% | +30.1% |
| 6M | +5.1% | +10.7% | -5.6% | +2.7% |
| YTD | -8.4% | +22.9% | -31.3% | -12.9% |
| 1Y | +0.7% | +5.8% | -5.1% | -0.5% |
| 3Y | +125.1% | +7.8% | +117.3% | +130.8% |
| All | +125.1% | +10.0% | +115.1% | +130.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling