+6.9%
NXT vs HUBB
-4.0%
+10.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.5% | +13.6% | +13.5% |
| 7D | +30.0% | +0.2% | +29.8% | +29.4% |
| 30D | +28.6% | -8.8% | +37.4% | +40.3% |
| 3M | +8.4% | -12.5% | +20.9% | +23.4% |
| 6M | -8.7% | -14.5% | +5.8% | +5.9% |
| YTD | +22.5% | -0.4% | +22.9% | +13.0% |
| 1Y | +6.9% | -3.4% | +10.3% | +3.8% |
| All | +6.9% | -4.0% | +10.9% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling