+74.2%
AA vs HUBB
+43.6%
+30.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.4% |
| 7D | -5.4% | -1.7% | -3.7% | -4.3% |
| 30D | -10.7% | -12.7% | +2.0% | -2.7% |
| 3M | -26.2% | -2.9% | -23.2% | -25.5% |
| 6M | -20.9% | -4.8% | -16.2% | -20.4% |
| YTD | -8.6% | +2.8% | -11.4% | -13.1% |
| 1Y | +57.4% | +3.5% | +53.9% | +48.8% |
| All | +74.2% | +43.6% | +30.6% | +34.6% |
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