+19.3%
NU vs HAS
+49.3%
-30.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +1.2% |
| 7D | +2.8% | +2.0% | +0.7% | +1.8% |
| 30D | -23.0% | +30.9% | -54.0% | -32.2% |
| 3M | -9.7% | +28.8% | -38.5% | -19.9% |
| 6M | -8.7% | +32.3% | -41.1% | -20.7% |
| YTD | -26.4% | +54.7% | -81.1% | -41.2% |
| 1Y | -24.8% | +63.2% | -88.1% | -41.5% |
| 3Y | +44.6% | +220.7% | -176.1% | -27.1% |
| All | +19.3% | +49.3% | -30.0% | +37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling