+420.3%
NVT vs HUBB
+157.3%
+263.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.8% | +2.9% | +3.1% |
| 7D | +4.1% | -0.1% | +4.1% | +4.2% |
| 30D | -5.1% | -10.0% | +4.8% | +4.0% |
| 3M | -1.2% | -1.6% | +0.4% | +0.6% |
| 6M | +46.6% | -3.1% | +49.7% | +50.4% |
| YTD | +60.0% | +4.6% | +55.4% | +54.0% |
| 1Y | +70.8% | +3.3% | +67.4% | +65.9% |
| 3Y | +187.5% | +46.6% | +141.0% | +114.5% |
| All | +420.3% | +157.3% | +263.0% | +149.4% |
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