+1,972.6%
NOW vs HUBB
+635.5%
+1,337.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.4% |
| 7D | -3.0% | +1.7% | -4.7% | -3.6% |
| 30D | -26.0% | -9.7% | -16.4% | -23.0% |
| 3M | -13.1% | -15.2% | +2.0% | -7.6% |
| 6M | +14.5% | -14.0% | +28.5% | +18.6% |
| YTD | -33.4% | -2.4% | -31.0% | -36.7% |
| 1Y | -40.6% | -5.8% | -34.8% | -42.7% |
| 3Y | -16.3% | +60.4% | -76.7% | -40.1% |
| 5Y | -26.3% | +125.4% | -151.7% | -56.6% |
| 10Y | +512.7% | +409.7% | +103.0% | +111.8% |
| All | +1,972.6% | +635.5% | +1,337.1% | +475.8% |
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