+26.3%
ACI vs HUBB
+327.2%
-300.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +0.2% | +0.5% | -0.4% | +0.1% |
| 30D | +5.9% | -10.0% | +15.9% | +6.8% |
| 3M | -19.8% | -4.8% | -15.0% | -19.7% |
| 6M | -24.7% | -5.6% | -19.2% | -24.9% |
| YTD | -24.4% | +4.7% | -29.0% | -25.7% |
| 1Y | -31.5% | +6.7% | -38.2% | -33.0% |
| 3Y | -38.7% | +45.8% | -84.4% | -44.4% |
| 5Y | -42.8% | +145.9% | -188.7% | -55.7% |
| All | +26.3% | +327.2% | -300.9% | -20.0% |
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