+19.3%
NU vs HUT
+26.2%
-6.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.6% | -5.6% | +0.5% |
| 7D | +2.8% | +24.8% | -22.0% | -1.9% |
| 30D | -23.0% | -28.4% | +5.3% | -19.4% |
| 3M | -9.7% | -31.2% | +21.5% | -5.9% |
| 6M | -8.7% | -40.2% | +31.5% | -4.5% |
| YTD | -26.4% | +32.9% | -59.3% | -37.7% |
| 1Y | -24.8% | +39.1% | -63.9% | -38.4% |
| 3Y | +44.6% | +462.8% | -418.2% | -34.3% |
| All | +19.3% | +26.2% | -6.9% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 5y: compounded portfolio wealth divided by compounded HUT 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…
5y analysis · Full analysis span regression · 6 months rolling