+575.6%
NUE vs HUBB
+446.9%
+128.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +0.4% |
| 7D | -0.6% | -0.1% | -0.6% | -0.6% |
| 30D | -4.6% | -10.0% | +5.4% | +1.9% |
| 3M | -0.3% | -1.6% | +1.3% | -0.6% |
| 6M | +51.9% | -3.1% | +55.0% | +51.5% |
| YTD | +60.0% | +4.6% | +55.4% | +50.8% |
| 1Y | +82.9% | +3.3% | +79.5% | +73.0% |
| 3Y | +66.0% | +46.6% | +19.4% | +18.7% |
| 5Y | +149.0% | +158.7% | -9.7% | +13.6% |
| All | +575.6% | +446.9% | +128.7% | +66.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling