+146.2%
NUE vs HAS
+10.2%
+136.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.0% |
| 7D | +1.8% | -3.1% | +4.9% | +2.8% |
| 30D | -6.0% | -2.7% | -3.2% | -5.2% |
| 3M | +1.4% | +8.9% | -7.5% | -1.6% |
| 6M | +52.8% | -2.9% | +55.8% | +52.8% |
| YTD | +58.1% | +12.6% | +45.5% | +49.5% |
| 1Y | +80.4% | +17.5% | +62.9% | +67.9% |
| 3Y | +62.3% | +46.2% | +16.1% | +38.8% |
| 5Y | +146.2% | +12.6% | +133.6% | +157.8% |
| All | +146.2% | +10.2% | +136.0% | +157.8% |
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