-58.5%
HUBS vs NVS
+54.2%
-112.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -9.0% | -14.3% | +5.3% | -9.9% |
| 30D | +7.2% | -10.0% | +17.2% | +6.9% |
| 3M | +20.9% | -10.9% | +31.8% | +20.4% |
| 6M | -13.0% | -12.0% | -1.1% | -12.8% |
| YTD | -43.8% | +2.5% | -46.4% | -44.0% |
| 1Y | -54.6% | +10.7% | -65.3% | -54.8% |
| 3Y | -58.5% | +53.3% | -111.8% | -60.1% |
| All | -58.5% | +54.2% | -112.7% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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