+14,317.4%
NUE vs HAS
+3,598.5%
+10,718.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +4.2% | -1.8% | +6.0% | +4.8% |
| 30D | -5.0% | +2.3% | -7.2% | -5.7% |
| 3M | -0.2% | +10.4% | -10.6% | -3.6% |
| 6M | +49.1% | -3.2% | +52.4% | +49.3% |
| YTD | +61.0% | +15.4% | +45.6% | +51.7% |
| 1Y | +82.5% | +18.8% | +63.7% | +70.1% |
| 3Y | +57.9% | +43.9% | +14.0% | +34.3% |
| 5Y | +146.6% | +13.9% | +132.7% | +123.2% |
| 10Y | +561.6% | +56.4% | +505.2% | +413.0% |
| All | +14,317.4% | +3,598.5% | +10,718.9% | +4,441.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling