+41.5%
NU vs DHI
+35.7%
+5.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.4% |
| 7D | -4.9% | -3.4% | -1.5% | -3.5% |
| 30D | +7.8% | -5.4% | +13.3% | +10.3% |
| 3M | +20.9% | -10.4% | +31.4% | +25.8% |
| 6M | +0.9% | -2.8% | +3.7% | +0.9% |
| YTD | -12.7% | -3.4% | -9.3% | -13.4% |
| 1Y | -6.4% | -22.9% | +16.5% | +2.3% |
| 3Y | +98.1% | +20.7% | +77.4% | +52.5% |
| All | +41.5% | +35.7% | +5.8% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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