+62.8%
HAL vs NUE
+83.1%
-20.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -2.7% |
| 7D | -3.3% | -2.7% | -0.6% | -2.7% |
| 30D | +7.2% | -6.1% | +13.3% | +8.6% |
| 3M | -8.8% | +2.2% | -11.0% | -9.6% |
| 6M | +3.0% | +50.8% | -47.8% | -8.4% |
| YTD | +29.4% | +57.5% | -28.1% | +13.9% |
| 1Y | +62.8% | +82.5% | -19.6% | +34.6% |
| All | +62.8% | +83.1% | -20.2% | +34.6% |
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