+300.4%
HUBB vs NTR
+98.7%
+201.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.2% |
| 7D | -1.7% | -2.5% | +0.8% | -0.9% |
| 30D | -12.7% | +17.0% | -29.7% | -17.2% |
| 3M | -2.9% | +22.2% | -25.1% | -9.8% |
| 6M | -4.8% | +5.2% | -10.0% | -7.8% |
| YTD | +2.8% | +29.7% | -26.9% | -8.3% |
| 1Y | +3.5% | +39.4% | -35.9% | -10.6% |
| 3Y | +43.5% | +38.2% | +5.4% | +21.3% |
| 5Y | +154.2% | +47.6% | +106.6% | +79.9% |
| All | +300.4% | +98.7% | +201.7% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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