+14,007.6%
NUE vs HUBB
+149,745.1%
-135,737.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.9% |
| 7D | -2.7% | -1.7% | -1.0% | -2.6% |
| 30D | -6.1% | -12.7% | +6.6% | -5.9% |
| 3M | +2.2% | -2.9% | +5.2% | +2.3% |
| 6M | +50.8% | -4.8% | +55.6% | +50.9% |
| YTD | +57.5% | +2.8% | +54.8% | +57.4% |
| 1Y | +82.5% | +3.5% | +78.9% | +82.3% |
| 3Y | +61.7% | +43.5% | +18.1% | +60.8% |
| 5Y | +145.1% | +154.2% | -9.0% | +141.9% |
| 10Y | +577.8% | +434.0% | +143.8% | +563.8% |
| All | +14,007.6% | +149,745.1% | -135,737.5% | +13,656.7% |
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