-6.4%
NU vs HBM
+97.2%
-103.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | -4.9% | -3.3% | -1.6% | -4.3% |
| 30D | +7.8% | -4.8% | +12.6% | +8.6% |
| 3M | +20.9% | -0.4% | +21.4% | +19.7% |
| 6M | +0.9% | +17.9% | -17.0% | -6.0% |
| YTD | -12.7% | +33.7% | -46.4% | -21.6% |
| 1Y | -6.4% | +95.6% | -102.0% | -22.6% |
| All | -6.4% | +97.2% | -103.6% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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