+5,122.5%
NI vs HUBB
+153,832.3%
-148,709.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.4% | +1.2% |
| 7D | +2.3% | +4.8% | -2.5% | +2.3% |
| 30D | -1.7% | -9.3% | +7.6% | -1.6% |
| 3M | -8.0% | -3.9% | -4.1% | -8.0% |
| 6M | -8.6% | -0.8% | -7.8% | -8.7% |
| YTD | +2.3% | +5.6% | -3.2% | +2.3% |
| 1Y | +6.9% | +7.7% | -0.8% | +6.8% |
| 3Y | +70.6% | +47.5% | +23.1% | +69.8% |
| 5Y | +96.4% | +153.7% | -57.3% | +94.6% |
| 10Y | +136.1% | +433.0% | -296.9% | +132.7% |
| All | +5,122.5% | +153,832.3% | -148,709.8% | +4,525.8% |
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