+125.1%
NU vs HD
+3.5%
+121.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.8% |
| 7D | +6.0% | -1.2% | +7.2% | +6.6% |
| 30D | +10.8% | -11.1% | +21.9% | +17.1% |
| 3M | +32.2% | +2.0% | +30.1% | +29.8% |
| 6M | +5.1% | -10.5% | +15.6% | +10.0% |
| YTD | -8.4% | -6.9% | -1.6% | -6.6% |
| 1Y | +0.7% | -23.2% | +23.9% | +13.4% |
| 3Y | +125.1% | +3.1% | +122.0% | +143.4% |
| All | +125.1% | +3.5% | +121.7% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 3y: compounded portfolio wealth divided by compounded HD 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…
3y analysis · Full analysis span regression · 6 months rolling