+228.7%
HL vs NUE
+146.6%
+82.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.8% |
| 7D | -4.4% | -0.6% | -3.7% | -4.1% |
| 30D | +9.3% | -4.6% | +13.9% | +11.0% |
| 3M | +32.0% | -0.3% | +32.3% | +31.1% |
| 6M | -6.4% | +51.9% | -58.3% | -21.8% |
| YTD | +3.1% | +60.0% | -56.8% | -15.3% |
| 1Y | +77.6% | +82.9% | -5.3% | +37.7% |
| 3Y | +392.8% | +66.0% | +326.8% | +283.4% |
| All | +228.7% | +146.6% | +82.1% | +114.2% |
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