+154.5%
NVO vs HUBS
+583.9%
-429.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.2% |
| 7D | -7.6% | -9.0% | +1.4% | -6.4% |
| 30D | -6.0% | +7.2% | -13.2% | -7.1% |
| 3M | -0.8% | +20.9% | -21.6% | -4.4% |
| 6M | +16.5% | -13.0% | +29.5% | +15.8% |
| YTD | -11.1% | -43.8% | +32.7% | -6.6% |
| 1Y | -16.7% | -54.6% | +37.9% | -10.3% |
| 3Y | -52.9% | -58.5% | +5.5% | -49.6% |
| 5Y | -3.0% | -66.4% | +63.4% | +2.3% |
| 10Y | +147.1% | +319.2% | -172.2% | +69.7% |
| All | +154.5% | +583.9% | -429.3% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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