+48.4%
NU vs LH
+39.5%
+8.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | 0.0% |
| 7D | +6.0% | -0.8% | +6.9% | +6.5% |
| 30D | +10.8% | +2.0% | +8.8% | +9.6% |
| 3M | +32.2% | +24.3% | +7.9% | +18.6% |
| 6M | +5.1% | +21.1% | -15.9% | -4.6% |
| YTD | -8.4% | +30.4% | -38.9% | -20.5% |
| 1Y | +0.7% | +18.4% | -17.7% | -8.3% |
| 3Y | +125.1% | +65.5% | +59.6% | +64.8% |
| All | +48.4% | +39.5% | +8.9% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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