+11.0%
NEE vs HUBB
+148.7%
-137.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -1.9% | -1.7% | -0.2% | -1.7% |
| 30D | -3.1% | -12.7% | +9.5% | -1.1% |
| 3M | -2.4% | -2.9% | +0.5% | -2.3% |
| 6M | -8.6% | -4.8% | -3.8% | -8.5% |
| YTD | +4.9% | +2.8% | +2.2% | +3.4% |
| 1Y | +19.4% | +3.5% | +15.9% | +17.2% |
| 3Y | +34.9% | +43.5% | -8.7% | +18.0% |
| 5Y | +11.0% | +154.2% | -143.2% | -25.2% |
| All | +11.0% | +148.7% | -137.7% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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