+3,358.8%
HUBB vs NVMI
+1,933.5%
+1,425.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | -1.7% | +3.8% | -5.5% | -2.1% |
| 30D | -12.7% | -7.6% | -5.1% | -11.9% |
| 3M | -2.9% | -28.0% | +25.0% | +0.4% |
| 6M | -4.8% | -15.3% | +10.5% | -3.5% |
| YTD | +2.8% | +11.5% | -8.7% | +0.9% |
| 1Y | +3.5% | +31.6% | -28.1% | -0.3% |
| 3Y | +43.5% | +207.0% | -163.4% | +25.1% |
| 5Y | +154.2% | +262.8% | -108.6% | +116.1% |
| 10Y | +434.0% | +3,074.6% | -2,640.6% | +276.4% |
| All | +3,358.8% | +1,933.5% | +1,425.3% | +1,889.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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