+7.7%
AAL vs HUBB
-4.0%
+11.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.5% | +8.8% | +7.1% |
| 7D | +8.3% | +0.2% | +8.1% | +8.1% |
| 30D | +6.2% | -8.8% | +15.1% | +9.5% |
| 3M | -17.7% | -12.5% | -5.2% | -13.7% |
| 6M | +15.4% | -14.5% | +30.0% | +21.1% |
| YTD | -11.1% | -0.4% | -10.6% | -16.5% |
| 1Y | +7.7% | -3.4% | +11.2% | +5.2% |
| All | +7.7% | -4.0% | +11.8% | +5.2% |
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 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