-46.7%
HUBS vs NRG
-18.6%
-28.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.4% | -9.4% | -1.6% |
| 7D | -5.0% | +7.1% | -12.1% | -3.5% |
| 30D | -1.0% | -1.4% | +0.4% | -1.1% |
| 3M | +12.4% | -10.5% | +22.8% | +11.0% |
| 6M | -11.1% | -26.7% | +15.6% | -11.9% |
| YTD | -38.3% | -24.5% | -13.8% | -39.3% |
| 1Y | -46.7% | -18.6% | -28.1% | -48.5% |
| All | -46.7% | -18.6% | -28.1% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling