+67.9%
HUBB vs NVDX
+772.1%
-704.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | -0.1% | -10.2% | +10.1% | +1.5% |
| 30D | -10.0% | -7.3% | -2.6% | -9.2% |
| 3M | -1.6% | +5.5% | -7.1% | -3.3% |
| 6M | -3.1% | +18.3% | -21.4% | -7.6% |
| YTD | +4.6% | +11.4% | -6.9% | 0.0% |
| 1Y | +3.3% | +12.7% | -9.3% | -2.2% |
| All | +67.9% | +772.1% | -704.2% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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