+27.5%
HAL vs NUE
+70.9%
-43.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.5% | +6.6% | +3.9% |
| 7D | +6.1% | +2.8% | +3.3% | +5.4% |
| 30D | +2.9% | -2.1% | +5.0% | +3.3% |
| 3M | +3.3% | -7.3% | +10.7% | +4.7% |
| 6M | -16.9% | +8.9% | -25.8% | -18.7% |
| YTD | +21.2% | +55.6% | -34.4% | +7.2% |
| 1Y | +27.5% | +74.7% | -47.1% | +9.8% |
| All | +27.5% | +70.9% | -43.4% | +9.8% |
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