+45.4%
NU vs HBM
+283.7%
-238.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.5% | +7.7% | +2.3% |
| 7D | -4.2% | -3.7% | -0.5% | -3.3% |
| 30D | +10.0% | -3.7% | +13.7% | +10.7% |
| 3M | +29.3% | +8.0% | +21.3% | +24.8% |
| 6M | +0.9% | +15.8% | -14.8% | -6.4% |
| YTD | -10.3% | +34.4% | -44.6% | -21.4% |
| 1Y | -3.2% | +98.2% | -101.3% | -25.5% |
| 3Y | +120.6% | +476.6% | -356.0% | +12.9% |
| All | +45.4% | +283.7% | -238.3% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling