+131.1%
ADI vs HUBB
+148.7%
-17.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.7% |
| 7D | +1.3% | -1.7% | +3.0% | +2.3% |
| 30D | -6.0% | -12.7% | +6.7% | +1.5% |
| 3M | -7.7% | -2.9% | -4.8% | -6.1% |
| 6M | +14.0% | -4.8% | +18.8% | +16.7% |
| YTD | +34.4% | +2.8% | +31.6% | +31.4% |
| 1Y | +48.0% | +3.5% | +44.4% | +43.4% |
| 3Y | +113.3% | +43.5% | +69.8% | +67.0% |
| 5Y | +131.1% | +154.2% | -23.1% | +22.7% |
| All | +131.1% | +148.7% | -17.6% | +22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling