+45.9%
NSC vs HUBB
+154.5%
-108.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.7% |
| 7D | -1.5% | +4.8% | -6.4% | -3.0% |
| 30D | -1.9% | -9.3% | +7.4% | +1.0% |
| 3M | +6.2% | -3.9% | +10.1% | +6.8% |
| 6M | +9.2% | -0.8% | +10.0% | +7.9% |
| YTD | +15.0% | +5.6% | +9.5% | +10.8% |
| 1Y | +21.1% | +7.7% | +13.3% | +15.2% |
| 3Y | +78.6% | +47.5% | +31.1% | +46.5% |
| 5Y | +45.9% | +153.7% | -107.8% | -7.4% |
| All | +45.9% | +154.5% | -108.6% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling