+45.2%
NU vs HBM
+315.0%
-269.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -2.0% |
| 7D | -2.6% | +5.5% | -8.1% | -4.1% |
| 30D | +8.2% | +3.3% | +4.9% | +6.9% |
| 3M | +26.3% | +12.7% | +13.6% | +20.6% |
| 6M | +2.2% | +28.2% | -25.9% | -7.8% |
| YTD | -10.4% | +45.3% | -55.7% | -23.2% |
| 1Y | -3.0% | +121.7% | -124.7% | -27.6% |
| 3Y | +120.3% | +523.5% | -403.3% | +10.4% |
| All | +45.2% | +315.0% | -269.8% | -14.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling