+18.8%
NVDL vs HUBB
+5.5%
+13.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -1.7% |
| 7D | -10.3% | -0.1% | -10.3% | -10.3% |
| 30D | -7.1% | -10.0% | +2.8% | +1.6% |
| 3M | +6.6% | -1.6% | +8.2% | +6.6% |
| 6M | +21.1% | -3.1% | +24.1% | +21.4% |
| YTD | +15.2% | +4.6% | +10.6% | +6.5% |
| 1Y | +18.8% | +3.3% | +15.4% | +14.7% |
| All | +18.8% | +5.5% | +13.3% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling