+48.8%
NU vs HAS
+11.4%
+37.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | +7.5% | -1.8% | +9.3% | +8.4% |
| 30D | +6.1% | +2.3% | +3.9% | +5.0% |
| 3M | +26.8% | +10.4% | +16.5% | +20.7% |
| 6M | +2.5% | -3.2% | +5.7% | +2.8% |
| YTD | -8.2% | +15.4% | -23.6% | -15.8% |
| 1Y | +3.4% | +18.8% | -15.4% | -6.8% |
| 3Y | +116.2% | +43.9% | +72.2% | +74.9% |
| All | +48.8% | +11.4% | +37.4% | +96.8% |
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 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