+98.1%
NU vs APTV
-55.4%
+153.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.6% |
| 7D | -4.9% | -5.0% | +0.1% | -3.6% |
| 30D | +7.8% | -6.1% | +13.9% | +9.5% |
| 3M | +20.9% | -33.0% | +53.9% | +33.6% |
| 6M | +0.9% | -35.2% | +36.1% | +11.2% |
| YTD | -12.7% | -40.1% | +27.5% | -2.0% |
| 1Y | -6.4% | -45.6% | +39.2% | +8.0% |
| 3Y | +98.1% | -54.4% | +152.5% | +134.9% |
| All | +98.1% | -55.4% | +153.5% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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