+48.4%
NU vs HAS
+8.7%
+39.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.8% |
| 7D | +6.0% | -3.1% | +9.1% | +7.5% |
| 30D | +10.8% | -2.7% | +13.5% | +12.1% |
| 3M | +32.2% | +8.9% | +23.2% | +26.5% |
| 6M | +5.1% | -2.9% | +8.1% | +5.2% |
| YTD | -8.4% | +12.6% | -21.1% | -15.1% |
| 1Y | +0.7% | +17.5% | -16.7% | -8.7% |
| 3Y | +125.1% | +46.2% | +78.9% | +78.8% |
| All | +48.4% | +8.7% | +39.7% | +98.4% |
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