+82.5%
NUE vs APD
+6.0%
+76.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.4% |
| 7D | +4.2% | -2.2% | +6.4% | +4.6% |
| 30D | -5.0% | +2.1% | -7.1% | -5.3% |
| 3M | -0.2% | +7.2% | -7.4% | -1.4% |
| 6M | +49.1% | +11.2% | +37.9% | +46.6% |
| YTD | +61.0% | +24.4% | +36.6% | +55.6% |
| 1Y | +82.5% | +6.7% | +75.9% | +79.2% |
| All | +82.5% | +6.0% | +76.5% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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