-99.1%
NVD vs HUBB
+55.9%
-155.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +2.6% |
| 7D | +10.8% | -0.1% | +10.9% | +10.7% |
| 30D | +0.8% | -10.0% | +10.7% | -12.0% |
| 3M | -20.8% | -1.6% | -19.2% | -20.2% |
| 6M | -41.2% | -3.1% | -38.1% | -40.6% |
| YTD | -44.2% | +4.6% | -48.8% | -35.2% |
| 1Y | -54.2% | +3.3% | -57.5% | -46.3% |
| 3Y | -99.1% | +46.6% | -145.7% | -97.6% |
| All | -99.1% | +55.9% | -155.0% | -97.6% |
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 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