+177.4%
NXT vs HUBB
+101.9%
+75.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.1% |
| 7D | -1.1% | +0.5% | -1.6% | -1.5% |
| 30D | -15.3% | -10.0% | -5.3% | -9.7% |
| 3M | -43.8% | -4.8% | -39.0% | -41.7% |
| 6M | -18.7% | -5.6% | -13.1% | -15.3% |
| YTD | -3.0% | +4.7% | -7.7% | -3.9% |
| 1Y | +22.7% | +6.7% | +16.1% | +21.1% |
| 3Y | +95.9% | +45.8% | +50.2% | +66.0% |
| All | +177.4% | +101.9% | +75.5% | +135.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling