+7,273.1%
NEE vs HUBB
+153,832.2%
-146,559.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | +1.1% | +4.8% | -3.8% | +1.1% |
| 30D | -0.2% | -9.3% | +9.1% | -0.2% |
| 3M | +0.5% | -3.9% | +4.4% | +0.6% |
| 6M | -6.5% | -0.8% | -5.7% | -6.5% |
| YTD | +6.7% | +5.6% | +1.1% | +6.6% |
| 1Y | +23.6% | +7.7% | +15.9% | +23.5% |
| 3Y | +37.1% | +47.5% | -10.3% | +36.7% |
| 5Y | +10.9% | +153.7% | -142.7% | +10.2% |
| 10Y | +245.4% | +433.0% | -187.7% | +241.8% |
| All | +7,273.1% | +153,832.2% | -146,559.1% | +7,023.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling