+45.2%
NU vs HCA
+83.2%
-38.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.9% | -7.1% | -3.6% |
| 7D | -2.6% | +4.9% | -7.5% | -4.0% |
| 30D | +8.2% | +1.9% | +6.3% | +7.4% |
| 3M | +26.3% | +12.7% | +13.5% | +20.8% |
| 6M | +2.2% | -22.3% | +24.6% | +10.1% |
| YTD | -10.4% | -9.3% | -1.1% | -8.7% |
| 1Y | -3.0% | +2.7% | -5.7% | -5.5% |
| 3Y | +120.3% | +57.8% | +62.4% | +78.0% |
| All | +45.2% | +83.2% | -38.0% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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