+76.2%
ACWI vs HUBB
+61.5%
+14.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +1.8% |
| 7D | +0.3% | +1.8% | -1.5% | -0.2% |
| 30D | -2.8% | -6.9% | +4.0% | -1.0% |
| 3M | -3.2% | -13.8% | +10.7% | +0.7% |
| 6M | +1.3% | -9.8% | +11.1% | +3.5% |
| YTD | +11.2% | +0.3% | +10.9% | +9.2% |
| 1Y | +13.8% | -3.3% | +17.1% | +12.9% |
| 3Y | +76.2% | +61.0% | +15.2% | +49.4% |
| All | +76.2% | +61.5% | +14.7% | +49.4% |
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