-58.5%
HUBS vs NUE
+61.7%
-120.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.5% |
| 7D | -9.0% | -0.6% | -8.4% | -8.9% |
| 30D | +7.2% | -4.6% | +11.8% | +8.1% |
| 3M | +20.9% | -0.3% | +21.2% | +20.5% |
| 6M | -13.0% | +51.9% | -64.9% | -22.2% |
| YTD | -43.8% | +60.0% | -103.8% | -51.2% |
| 1Y | -54.6% | +82.9% | -137.5% | -62.6% |
| 3Y | -58.5% | +66.0% | -124.4% | -68.5% |
| All | -58.5% | +61.7% | -120.1% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 3y: compounded portfolio wealth divided by compounded NUE 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…
3y analysis · Full analysis span regression · 6 months rolling