-44.0%
ACHR vs HUBB
+148.7%
-192.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -5.4% | -1.7% | -3.7% | -4.0% |
| 30D | -19.7% | -12.7% | -7.1% | -10.5% |
| 3M | +7.9% | -2.9% | +10.9% | +9.3% |
| 6M | -13.8% | -4.8% | -9.0% | -13.1% |
| YTD | -27.5% | +2.8% | -30.3% | -31.4% |
| 1Y | -33.9% | +3.5% | -37.5% | -37.9% |
| 3Y | -20.0% | +43.5% | -63.5% | -40.8% |
| 5Y | -44.0% | +154.2% | -198.2% | -74.2% |
| All | -44.0% | +148.7% | -192.7% | -74.2% |
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