+45.2%
NU vs HAL
+74.6%
-29.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.0% | -2.4% |
| 7D | -2.6% | -1.3% | -1.3% | -2.3% |
| 30D | +8.2% | +10.9% | -2.7% | +5.7% |
| 3M | +26.3% | -5.8% | +32.1% | +27.6% |
| 6M | +2.2% | +8.1% | -5.9% | -1.0% |
| YTD | -10.4% | +33.2% | -43.6% | -18.1% |
| 1Y | -3.0% | +74.2% | -77.1% | -17.8% |
| 3Y | +120.3% | -3.7% | +124.0% | +112.0% |
| All | +45.2% | +74.6% | -29.4% | -7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling