+3.4%
NU vs APH
-25.2%
+28.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -47.8% | +53.4% | +9.0% |
| 7D | +3.3% | -48.7% | +52.0% | +7.1% |
| 30D | +6.1% | -51.9% | +58.1% | +12.0% |
| 3M | +26.8% | -43.6% | +70.4% | +27.0% |
| 6M | +2.5% | -37.5% | +40.0% | -1.5% |
| YTD | -8.2% | -38.6% | +30.5% | -12.9% |
| 1Y | +3.4% | -26.3% | +29.7% | -6.2% |
| All | +3.4% | -25.2% | +28.6% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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