+2,771.1%
NOW vs HUBB
+689.0%
+2,082.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | +0.5% | -2.9% | -2.6% |
| 30D | +20.5% | -10.0% | +30.5% | +25.7% |
| 3M | +18.3% | -4.8% | +23.1% | +18.5% |
| 6M | +24.1% | -5.6% | +29.6% | +22.3% |
| YTD | -7.8% | +4.7% | -12.4% | -14.5% |
| 1Y | -21.4% | +6.7% | -28.1% | -28.2% |
| 3Y | +19.5% | +45.8% | -26.2% | -9.6% |
| 5Y | +4.1% | +145.9% | -141.9% | -40.8% |
| 10Y | +826.4% | +418.6% | +407.8% | +223.2% |
| All | +2,771.1% | +689.0% | +2,082.1% | +678.3% |
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