+98.1%
NU vs HPE
+284.9%
-186.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +12.4% | -15.1% | -5.0% |
| 7D | -4.9% | +19.4% | -24.3% | -8.5% |
| 30D | +7.8% | +5.6% | +2.2% | +6.3% |
| 3M | +20.9% | +33.1% | -12.1% | +13.0% |
| 6M | +0.9% | +192.5% | -191.6% | -26.9% |
| YTD | -12.7% | +160.9% | -173.6% | -34.7% |
| 1Y | -6.4% | +155.0% | -161.4% | -29.9% |
| 3Y | +98.1% | +289.4% | -191.3% | +25.3% |
| All | +98.1% | +284.9% | -186.8% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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