+103.3%
NU vs HAL
-4.5%
+107.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.0% | -2.3% |
| 7D | -2.6% | -1.3% | -1.3% | -2.3% |
| 30D | +8.2% | +10.9% | -2.7% | +6.0% |
| 3M | +26.3% | -5.8% | +32.1% | +27.6% |
| 6M | +2.2% | +8.1% | -5.9% | -1.1% |
| YTD | -10.4% | +33.2% | -43.6% | -18.4% |
| 1Y | -3.0% | +74.2% | -77.1% | -18.7% |
| All | +103.3% | -4.5% | +107.8% | +93.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling