+575.6%
NUE vs HDB
+42.1%
+533.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.9% | -5.3% | -0.6% |
| 7D | -0.6% | +0.7% | -1.3% | -0.9% |
| 30D | -4.6% | +1.0% | -5.5% | -5.0% |
| 3M | -0.3% | -2.0% | +1.7% | -0.3% |
| 6M | +51.9% | -18.1% | +70.0% | +60.4% |
| YTD | +60.0% | -36.1% | +96.1% | +83.2% |
| 1Y | +82.9% | -34.0% | +116.9% | +106.8% |
| 3Y | +66.0% | -26.7% | +92.7% | +77.7% |
| 5Y | +149.0% | -33.9% | +182.8% | +170.6% |
| All | +575.6% | +42.1% | +533.6% | +458.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling