+93.3%
HAL vs NUE
+146.6%
-53.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.3% |
| 7D | -3.3% | -0.6% | -2.7% | -3.1% |
| 30D | +8.2% | -4.6% | +12.7% | +10.0% |
| 3M | -9.4% | -0.3% | -9.1% | -10.0% |
| 6M | +0.6% | +51.9% | -51.2% | -17.1% |
| YTD | +28.6% | +60.0% | -31.4% | +3.3% |
| 1Y | +63.9% | +82.9% | -19.0% | +23.5% |
| 3Y | -7.1% | +66.0% | -73.1% | -29.7% |
| All | +93.3% | +146.6% | -53.3% | +22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling