+40,736.4%
ADI vs HUBB
+144,634.5%
-103,898.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.5% | -2.8% |
| 7D | +9.5% | +1.8% | +7.7% | +9.4% |
| 30D | -1.4% | -7.7% | +6.3% | -1.3% |
| 3M | +4.7% | -13.6% | +18.3% | +5.0% |
| 6M | -7.4% | -9.1% | +1.7% | -7.3% |
| YTD | +48.1% | -0.7% | +48.8% | +48.1% |
| 1Y | +69.6% | +1.1% | +68.6% | +69.7% |
| 3Y | +144.4% | +56.2% | +88.2% | +143.0% |
| 5Y | +134.1% | +126.6% | +7.5% | +131.7% |
| 10Y | +632.8% | +384.6% | +248.2% | +619.5% |
| All | +40,736.4% | +144,634.5% | -103,898.1% | +48,300.8% |
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