+19.7%
NU vs HAS
+45.6%
-25.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.1% | +2.0% |
| 7D | +6.4% | +2.2% | +4.2% | +5.4% |
| 30D | -23.3% | +29.6% | -52.9% | -32.1% |
| 3M | -10.7% | +30.3% | -41.0% | -21.2% |
| 6M | -10.4% | +25.6% | -36.0% | -20.2% |
| YTD | -26.2% | +50.8% | -77.0% | -40.3% |
| 1Y | -22.1% | +63.0% | -85.1% | -39.4% |
| 3Y | +49.6% | +211.6% | -161.9% | -23.6% |
| All | +19.7% | +45.6% | -25.9% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling