-24.1%
NU vs HLT
+46.7%
-70.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.5% | -0.2% | +2.1% |
| 7D | +0.2% | +7.7% | -7.5% | -2.3% |
| 30D | -21.0% | +19.1% | -40.1% | -25.8% |
| 3M | -16.3% | +20.7% | -37.0% | -22.0% |
| 6M | -15.3% | +21.0% | -36.4% | -21.5% |
| YTD | -28.4% | +31.3% | -59.6% | -35.4% |
| 1Y | -24.1% | +45.9% | -70.0% | -37.0% |
| All | -24.1% | +46.7% | -70.8% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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