+78.2%
HBAN vs NUE
+61.7%
+16.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.1% |
| 7D | -1.0% | -0.6% | -0.4% | -0.8% |
| 30D | -5.6% | -4.6% | -1.0% | -3.9% |
| 3M | -1.1% | -0.3% | -0.8% | -1.5% |
| 6M | +9.9% | +51.9% | -42.0% | -8.9% |
| YTD | -0.9% | +60.0% | -60.9% | -19.8% |
| 1Y | -1.4% | +82.9% | -84.3% | -25.1% |
| 3Y | +78.2% | +66.0% | +12.2% | +29.3% |
| All | +78.2% | +61.7% | +16.5% | +29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling