-66.4%
HUBS vs NVMI
+261.9%
-328.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | -9.0% | -0.1% | -8.9% | -9.0% |
| 30D | +7.2% | -8.4% | +15.6% | +9.4% |
| 3M | +20.9% | -33.6% | +54.4% | +32.9% |
| 6M | -13.0% | -14.7% | +1.6% | -16.7% |
| YTD | -43.8% | +13.2% | -57.1% | -54.2% |
| 1Y | -54.6% | +29.0% | -83.7% | -65.8% |
| 3Y | -58.5% | +215.0% | -273.4% | -85.1% |
| All | -66.4% | +261.9% | -328.3% | -89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling