+48.8%
NU vs APD
+17.0%
+31.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.6% |
| 7D | +7.5% | -2.2% | +9.7% | +8.5% |
| 30D | +6.1% | +2.1% | +4.1% | +5.3% |
| 3M | +26.8% | +7.2% | +19.6% | +23.0% |
| 6M | +2.5% | +11.2% | -8.8% | -2.7% |
| YTD | -8.2% | +24.4% | -32.6% | -17.6% |
| 1Y | +3.4% | +6.7% | -3.3% | -0.7% |
| 3Y | +116.2% | +9.2% | +106.9% | +101.4% |
| All | +48.8% | +17.0% | +31.8% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling