-45.0%
ACI vs HUBB
+44.4%
-89.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.5% |
| 7D | -5.0% | +1.1% | -6.1% | -5.0% |
| 30D | -2.3% | -9.6% | +7.3% | -2.6% |
| 3M | -23.2% | -6.2% | -17.0% | -23.4% |
| 6M | -29.5% | -6.2% | -23.3% | -29.7% |
| YTD | -28.6% | +3.4% | -32.0% | -29.1% |
| 1Y | -34.0% | +5.3% | -39.4% | -34.6% |
| All | -45.0% | +44.4% | -89.4% | -47.1% |
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