+382.8%
NEE vs HUBS
+578.5%
-195.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | 0.0% |
| 7D | -1.9% | -12.4% | +10.4% | -1.0% |
| 30D | -3.1% | +1.4% | -4.5% | -3.4% |
| 3M | -2.4% | +16.0% | -18.4% | -4.2% |
| 6M | -8.6% | -17.0% | +8.4% | -8.6% |
| YTD | +4.9% | -44.3% | +49.2% | +8.4% |
| 1Y | +19.4% | -54.3% | +73.7% | +25.2% |
| 3Y | +34.9% | -58.4% | +93.2% | +39.6% |
| 5Y | +11.0% | -66.7% | +77.7% | +12.6% |
| 10Y | +252.3% | +315.9% | -63.6% | +185.5% |
| All | +382.8% | +578.5% | -195.7% | +269.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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