+3,925.4%
NUE vs HDB
+3,812.1%
+113.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +4.2% | +0.4% | +3.8% | +4.1% |
| 30D | -5.0% | -2.8% | -2.2% | -4.0% |
| 3M | -0.2% | -3.5% | +3.3% | +0.6% |
| 6M | +49.1% | -24.7% | +73.9% | +64.9% |
| YTD | +61.0% | -36.6% | +97.6% | +90.3% |
| 1Y | +82.5% | -34.4% | +116.9% | +112.4% |
| 3Y | +57.9% | -24.4% | +82.3% | +69.1% |
| 5Y | +146.6% | -35.4% | +181.9% | +174.7% |
| 10Y | +561.6% | +39.5% | +522.1% | +398.3% |
| All | +3,925.4% | +3,812.1% | +113.3% | +963.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling