-15.2%
NU vs HAS
+58.1%
-73.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.8% | +12.5% | +12.0% |
| 7D | +9.9% | +1.4% | +8.5% | +9.4% |
| 30D | -11.5% | +26.3% | -37.7% | -17.8% |
| 3M | -5.1% | +25.6% | -30.7% | -11.9% |
| 6M | +3.1% | +30.3% | -27.1% | -6.2% |
| YTD | -21.0% | +50.4% | -71.4% | -34.6% |
| 1Y | -15.2% | +57.7% | -72.9% | -31.8% |
| All | -15.2% | +58.1% | -73.3% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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