+575.6%
NUE vs APTV
-16.1%
+591.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -0.6% | -5.0% | +4.4% | +1.2% |
| 30D | -4.6% | -6.1% | +1.5% | -2.5% |
| 3M | -0.3% | -33.0% | +32.7% | +14.1% |
| 6M | +51.9% | -35.2% | +87.1% | +73.6% |
| YTD | +60.0% | -40.1% | +100.1% | +87.3% |
| 1Y | +82.9% | -45.6% | +128.5% | +121.8% |
| 3Y | +66.0% | -54.4% | +120.3% | +106.5% |
| 5Y | +149.0% | -68.9% | +217.9% | +247.3% |
| All | +575.6% | -16.1% | +591.7% | +581.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling