-58.5%
HUBS vs NXT
+90.7%
-149.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.7% |
| 7D | -9.0% | -1.9% | -7.1% | -8.9% |
| 30D | +7.2% | -20.0% | +27.3% | +8.4% |
| 3M | +20.9% | -30.7% | +51.6% | +22.8% |
| 6M | -13.0% | -29.0% | +15.9% | -12.8% |
| YTD | -43.8% | -4.8% | -39.0% | -46.3% |
| 1Y | -54.6% | +22.8% | -77.4% | -58.3% |
| 3Y | -58.5% | +93.9% | -152.4% | -64.8% |
| All | -58.5% | +90.7% | -149.2% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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