+48.8%
NU vs APH
+316.6%
-267.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.8% | -2.5% |
| 7D | +7.5% | +5.0% | +2.5% | +4.2% |
| 30D | +6.1% | -3.9% | +10.0% | +8.3% |
| 3M | +26.8% | +13.0% | +13.8% | +15.3% |
| 6M | +2.5% | +25.2% | -22.7% | -14.4% |
| YTD | -8.2% | +22.9% | -31.1% | -25.3% |
| 1Y | +3.4% | +47.8% | -44.5% | -28.6% |
| 3Y | +116.2% | +283.0% | -166.8% | -47.0% |
| All | +48.8% | +316.6% | -267.8% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling