+45.2%
NU vs APH
+309.4%
-264.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.6% | -1.8% |
| 7D | -2.6% | +1.6% | -4.2% | -3.5% |
| 30D | +8.2% | -3.0% | +11.2% | +9.8% |
| 3M | +26.3% | +5.7% | +20.5% | +20.0% |
| 6M | +2.2% | +20.0% | -17.7% | -12.1% |
| YTD | -10.4% | +20.8% | -31.2% | -26.3% |
| 1Y | -3.0% | +40.2% | -43.2% | -30.2% |
| 3Y | +120.3% | +288.1% | -167.8% | -47.4% |
| All | +45.2% | +309.4% | -264.2% | -65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling