-12.9%
NVTS vs HUBB
+156.4%
-169.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.3% |
| 7D | +0.5% | -1.7% | +2.1% | +2.3% |
| 30D | -18.0% | -12.7% | -5.4% | -5.0% |
| 3M | -45.6% | -2.9% | -42.7% | -43.4% |
| 6M | +28.5% | -4.8% | +33.2% | +36.7% |
| YTD | +56.2% | +2.8% | +53.4% | +55.8% |
| 1Y | +97.7% | +3.5% | +94.2% | +97.8% |
| 3Y | +35.0% | +43.5% | -8.6% | +4.0% |
| All | -12.9% | +156.4% | -169.3% | -57.3% |
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 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