+146.2%
NUE vs HAS
+48.2%
+98.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.2% |
| 7D | +2.8% | +1.4% | +1.4% | +2.3% |
| 30D | -2.1% | +26.3% | -28.4% | -9.5% |
| 3M | -7.3% | +25.6% | -32.9% | -14.2% |
| 6M | +8.9% | +30.3% | -21.4% | -0.9% |
| YTD | +55.6% | +50.4% | +5.2% | +33.6% |
| 1Y | +74.7% | +57.7% | +16.9% | +47.4% |
| 3Y | +71.7% | +213.4% | -141.7% | +9.1% |
| All | +146.2% | +48.2% | +98.0% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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