-6.4%
NU vs HRB
-6.2%
-0.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.6% |
| 7D | -4.9% | -8.0% | +3.2% | -5.1% |
| 30D | +7.8% | -16.0% | +23.8% | +7.3% |
| 3M | +20.9% | +26.9% | -5.9% | +22.0% |
| 6M | +0.9% | +51.1% | -50.2% | +2.3% |
| YTD | -12.7% | +7.1% | -19.7% | -9.7% |
| 1Y | -6.4% | -9.6% | +3.2% | -6.3% |
| All | -6.4% | -6.2% | -0.2% | -6.3% |
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