+3.4%
NU vs HRB
+1.1%
+2.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.0% | -2.1% |
| 7D | +7.5% | -5.7% | +13.1% | +7.3% |
| 30D | +6.1% | +7.9% | -1.8% | +6.7% |
| 3M | +26.8% | +32.1% | -5.3% | +27.9% |
| 6M | +2.5% | +62.2% | -59.8% | +3.9% |
| YTD | -8.2% | +16.4% | -24.6% | -4.5% |
| 1Y | +3.4% | -0.3% | +3.6% | +5.9% |
| All | +3.4% | +1.1% | +2.3% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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