+12.4%
AA vs HUBB
+148.7%
-136.3%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.2% | -0.7% |
| 7D | -0.6% | +1.1% | -1.7% | -1.3% |
| 30D | -1.6% | -9.6% | +8.1% | +4.7% |
| 3M | -29.8% | -6.2% | -23.6% | -27.5% |
| 6M | -16.6% | -6.2% | -10.5% | -15.1% |
| YTD | -4.0% | +3.4% | -7.4% | -8.3% |
| 1Y | +63.5% | +5.3% | +58.2% | +54.3% |
| 3Y | +86.8% | +44.4% | +42.4% | +43.8% |
| 5Y | +12.4% | +152.4% | -140.0% | -38.2% |
| All | +12.4% | +148.7% | -136.3% | -38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling