+48.8%
NU vs HDB
-25.7%
+74.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.8% |
| 7D | +7.5% | +0.4% | +7.0% | +7.2% |
| 30D | +6.1% | -2.8% | +9.0% | +7.7% |
| 3M | +26.8% | -3.5% | +30.4% | +27.8% |
| 6M | +2.5% | -24.7% | +27.2% | +18.0% |
| YTD | -8.2% | -36.6% | +28.4% | +15.8% |
| 1Y | +3.4% | -34.4% | +37.7% | +27.3% |
| 3Y | +116.2% | -24.4% | +140.6% | +135.6% |
| All | +48.8% | -25.7% | +74.4% | +53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling