+60.4%
HL vs NUE
+14,439.6%
-14,379.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +0.4% | -2.3% | +2.7% | +1.3% |
| 30D | +18.8% | -6.1% | +24.9% | +21.4% |
| 3M | +43.7% | +1.7% | +42.1% | +41.7% |
| 6M | -1.0% | +53.1% | -54.1% | -17.0% |
| YTD | +8.7% | +59.0% | -50.3% | -10.0% |
| 1Y | +105.0% | +85.3% | +19.7% | +59.1% |
| 3Y | +427.3% | +63.2% | +364.0% | +316.0% |
| 5Y | +249.3% | +146.8% | +102.5% | +126.0% |
| 10Y | +284.2% | +584.3% | -300.1% | +57.4% |
| All | +60.4% | +14,439.6% | -14,379.2% | -31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling