+48.4%
NU vs APTV
-73.0%
+121.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.4% | +2.0% |
| 7D | +6.0% | +2.0% | +4.1% | +4.9% |
| 30D | +10.8% | -7.7% | +18.5% | +14.9% |
| 3M | +32.2% | -34.0% | +66.2% | +59.1% |
| 6M | +5.1% | -37.1% | +42.2% | +27.0% |
| YTD | -8.4% | -39.9% | +31.5% | +12.1% |
| 1Y | +0.7% | -44.4% | +45.2% | +28.0% |
| 3Y | +125.1% | -54.5% | +179.6% | +208.8% |
| All | +48.4% | -73.0% | +121.4% | +234.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling