+37,168.7%
ADI vs HUBB
+153,832.3%
-116,663.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.2% |
| 7D | +2.4% | +4.8% | -2.4% | +2.4% |
| 30D | -6.6% | -9.3% | +2.7% | -6.4% |
| 3M | -9.8% | -3.9% | -5.9% | -9.7% |
| 6M | +15.7% | -0.8% | +16.5% | +15.7% |
| YTD | +35.1% | +5.6% | +29.5% | +35.0% |
| 1Y | +47.7% | +7.7% | +40.0% | +47.6% |
| 3Y | +114.5% | +47.5% | +67.0% | +113.4% |
| 5Y | +141.2% | +153.7% | -12.4% | +138.4% |
| 10Y | +611.3% | +433.0% | +178.3% | +597.5% |
| All | +37,168.7% | +153,832.3% | -116,663.7% | +44,026.6% |
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 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