+68.3%
HAL vs NUE
+82.6%
-14.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +2.9% | +4.2% | -1.3% | +2.1% |
| 30D | +17.0% | -5.0% | +22.0% | +18.3% |
| 3M | -9.7% | -0.2% | -9.4% | -9.9% |
| 6M | +8.6% | +49.1% | -40.5% | -2.7% |
| YTD | +33.0% | +61.0% | -28.0% | +16.5% |
| 1Y | +68.3% | +82.5% | -14.2% | +39.1% |
| All | +68.3% | +82.6% | -14.3% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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