-58.5%
HUBS vs NVTS
+38.1%
-96.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | +0.7% |
| 7D | -9.0% | -1.4% | -7.6% | -9.0% |
| 30D | +7.2% | -16.5% | +23.7% | +7.6% |
| 3M | +20.9% | -47.6% | +68.5% | +22.5% |
| 6M | -13.0% | +7.3% | -20.3% | -15.6% |
| YTD | -43.8% | +62.9% | -106.7% | -46.8% |
| 1Y | -54.6% | +91.3% | -145.9% | -57.7% |
| 3Y | -58.5% | +43.4% | -101.9% | -52.9% |
| All | -58.5% | +38.1% | -96.6% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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