+48.4%
NU vs HRB
+121.8%
-73.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.5% | +6.2% | +0.7% |
| 7D | +6.0% | -9.1% | +15.1% | +7.6% |
| 30D | +10.8% | +0.3% | +10.5% | +10.4% |
| 3M | +32.2% | +23.4% | +8.8% | +26.6% |
| 6M | +5.1% | +45.1% | -40.0% | -2.9% |
| YTD | -8.4% | +8.9% | -17.3% | -9.6% |
| 1Y | +0.7% | -7.9% | +8.6% | +3.3% |
| 3Y | +125.1% | +27.9% | +97.2% | +101.1% |
| All | +48.4% | +121.8% | -73.4% | +22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling