-58.5%
HUBS vs NVT
+190.9%
-249.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.9% | +0.2% |
| 7D | -9.0% | +4.1% | -13.1% | -9.5% |
| 30D | +7.2% | -5.1% | +12.4% | +7.7% |
| 3M | +20.9% | -1.2% | +22.0% | +19.6% |
| 6M | -13.0% | +46.6% | -59.6% | -24.1% |
| YTD | -43.8% | +60.0% | -103.8% | -53.0% |
| 1Y | -54.6% | +70.8% | -125.4% | -63.2% |
| 3Y | -58.5% | +187.5% | -246.0% | -76.8% |
| All | -58.5% | +190.9% | -249.4% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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