+48.4%
NU vs HAL
+73.1%
-24.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | -0.1% |
| 7D | +6.0% | +0.5% | +5.6% | +5.9% |
| 30D | +10.8% | +15.9% | -5.2% | +7.1% |
| 3M | +32.2% | -8.7% | +40.9% | +34.5% |
| 6M | +5.1% | +9.0% | -3.9% | +1.6% |
| YTD | -8.4% | +32.0% | -40.4% | -16.1% |
| 1Y | +0.7% | +72.5% | -71.7% | -14.5% |
| 3Y | +125.1% | -4.5% | +129.7% | +117.1% |
| All | +48.4% | +73.1% | -24.7% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling