+212.0%
NXT vs HUBB
+91.5%
+120.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.8% | +1.7% |
| 7D | -9.4% | +1.8% | -11.2% | -10.3% |
| 30D | +15.1% | -7.7% | +22.8% | +20.6% |
| 3M | -9.1% | -13.6% | +4.5% | -0.7% |
| 6M | -30.3% | -9.1% | -21.2% | -25.5% |
| YTD | +9.1% | -0.7% | +9.8% | +11.6% |
| 1Y | +7.9% | +1.1% | +6.8% | +9.6% |
| 3Y | +176.5% | +56.2% | +120.3% | +134.5% |
| All | +212.0% | +91.5% | +120.5% | +173.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling