-41.5%
ACHR vs HUBB
+218.3%
-259.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.5% |
| 7D | +4.9% | +4.8% | 0.0% | +1.3% |
| 30D | +4.3% | -9.3% | +13.6% | +12.0% |
| 3M | +1.7% | -3.9% | +5.6% | +3.8% |
| 6M | -6.9% | -0.8% | -6.0% | -8.8% |
| YTD | -22.5% | +5.6% | -28.0% | -27.5% |
| 1Y | -31.5% | +7.7% | -39.2% | -36.9% |
| 3Y | -14.4% | +47.5% | -61.8% | -34.8% |
| 5Y | -41.6% | +153.7% | -195.3% | -68.3% |
| All | -41.5% | +218.3% | -259.8% | -67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling