-24.1%
NU vs HAL
+25.6%
-49.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.1% | +6.4% | +3.3% |
| 7D | +0.2% | -7.7% | +7.9% | +0.3% |
| 30D | -21.0% | +0.7% | -21.7% | -21.2% |
| 3M | -16.3% | +2.5% | -18.8% | -16.4% |
| 6M | -15.3% | -20.7% | +5.4% | -15.1% |
| YTD | -28.4% | +18.4% | -46.8% | -35.7% |
| 1Y | -24.1% | +25.6% | -49.7% | -33.0% |
| All | -24.1% | +25.6% | -49.7% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling