+92.7%
NXT vs HUBB
+44.4%
+48.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.5% | -2.2% |
| 7D | -0.2% | +1.1% | -1.3% | -0.9% |
| 30D | -20.0% | -9.6% | -10.3% | -14.2% |
| 3M | -30.9% | -6.2% | -24.8% | -27.4% |
| 6M | -23.8% | -6.2% | -17.7% | -20.0% |
| YTD | -5.4% | +3.4% | -8.8% | -5.9% |
| 1Y | +28.0% | +5.3% | +22.7% | +26.8% |
| All | +92.7% | +44.4% | +48.3% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling