+86.8%
ACN vs HUBB
+437.4%
-350.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -7.9% | -1.7% | -6.2% | -7.3% |
| 30D | -1.1% | -12.7% | +11.6% | +3.7% |
| 3M | +5.6% | -2.9% | +8.5% | +4.7% |
| 6M | -9.9% | -4.8% | -5.2% | -11.1% |
| YTD | -32.3% | +2.8% | -35.1% | -35.8% |
| 1Y | -25.3% | +3.5% | -28.8% | -29.7% |
| 3Y | -42.3% | +43.5% | -85.8% | -55.6% |
| 5Y | -43.5% | +154.2% | -197.7% | -68.4% |
| All | +86.8% | +437.4% | -350.6% | -26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling