+649.9%
NVDL vs HUBB
+46.2%
+603.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -2.6% |
| 7D | -10.3% | -0.1% | -10.3% | -10.3% |
| 30D | -7.1% | -10.0% | +2.8% | +7.0% |
| 3M | +6.6% | -1.6% | +8.2% | +5.8% |
| 6M | +21.1% | -3.1% | +24.1% | +20.0% |
| YTD | +15.2% | +4.6% | +10.6% | +0.7% |
| 1Y | +18.8% | +3.3% | +15.4% | +5.4% |
| 3Y | +649.9% | +46.6% | +603.3% | +371.0% |
| All | +649.9% | +46.2% | +603.7% | +371.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling