+20.6%
NXPI vs HUBS
-66.4%
+87.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.3% |
| 7D | +3.9% | -9.0% | +12.8% | +6.0% |
| 30D | +1.4% | +7.2% | -5.9% | -1.0% |
| 3M | -21.5% | +20.9% | -42.4% | -27.6% |
| 6M | +19.4% | -13.0% | +32.4% | +16.6% |
| YTD | +9.9% | -43.8% | +53.8% | +22.0% |
| 1Y | +7.9% | -54.6% | +62.5% | +27.4% |
| 3Y | +22.7% | -58.5% | +81.1% | +44.4% |
| All | +20.6% | -66.4% | +87.0% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling