+45.2%
NU vs HDB
-29.2%
+74.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.2% |
| 7D | -2.6% | -4.9% | +2.3% | 0.0% |
| 30D | +8.2% | -5.8% | +14.1% | +11.6% |
| 3M | +26.3% | -5.2% | +31.5% | +28.3% |
| 6M | +2.2% | -25.7% | +28.0% | +18.4% |
| YTD | -10.4% | -39.6% | +29.2% | +15.9% |
| 1Y | -3.0% | -36.9% | +33.9% | +21.9% |
| 3Y | +120.3% | -29.7% | +150.0% | +151.2% |
| All | +45.2% | -29.2% | +74.4% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling