+56.4%
NU vs HAL
-5.8%
+62.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +3.1% | +8.6% | +11.1% |
| 7D | +9.9% | +6.1% | +3.8% | +8.6% |
| 30D | -11.5% | +2.9% | -14.3% | -12.1% |
| 3M | -5.1% | +3.3% | -8.4% | -6.0% |
| 6M | +3.1% | -16.9% | +20.0% | +6.7% |
| YTD | -21.0% | +21.2% | -42.2% | -27.2% |
| 1Y | -15.2% | +27.5% | -42.8% | -23.0% |
| 3Y | +56.4% | -6.4% | +62.9% | +60.1% |
| All | +56.4% | -5.8% | +62.2% | +60.1% |
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