+31,886.7%
NVO vs HUBB
+149,745.2%
-117,858.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.2% |
| 7D | -7.4% | -1.7% | -5.7% | -7.4% |
| 30D | -5.5% | -12.7% | +7.2% | -5.4% |
| 3M | +4.1% | -2.9% | +7.1% | +4.1% |
| 6M | +19.3% | -4.8% | +24.1% | +19.3% |
| YTD | -9.2% | +2.8% | -12.0% | -9.2% |
| 1Y | -15.0% | +3.5% | -18.5% | -15.1% |
| 3Y | -50.9% | +43.5% | -94.4% | -51.0% |
| 5Y | -0.9% | +154.2% | -155.0% | -1.6% |
| 10Y | +152.4% | +434.0% | -281.6% | +149.3% |
| All | +31,886.7% | +149,745.2% | -117,858.5% | +33,015.3% |
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