-15.2%
NU vs HDB
-29.0%
+13.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.5% | +11.3% | +11.6% |
| 7D | +9.9% | +2.7% | +7.1% | +9.0% |
| 30D | -11.5% | +14.1% | -25.6% | -15.1% |
| 3M | -5.1% | +11.8% | -16.9% | -8.3% |
| 6M | +3.1% | +8.2% | -5.0% | -0.9% |
| YTD | -21.0% | -29.3% | +8.3% | -23.4% |
| 1Y | -15.2% | -28.8% | +13.6% | -18.1% |
| All | -15.2% | -29.0% | +13.8% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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