+22.2%
A vs HUBB
-4.0%
+26.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.4% | +1.2% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | +3.6% | -8.8% | +12.4% | +4.4% |
| 3M | +27.5% | -12.5% | +39.9% | +28.8% |
| 6M | +58.5% | -14.5% | +73.0% | +60.8% |
| YTD | +31.2% | -0.4% | +31.6% | +22.9% |
| 1Y | +22.2% | -3.4% | +25.6% | +16.5% |
| All | +22.2% | -4.0% | +26.2% | +16.5% |
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 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