+279.0%
ADP vs HUBB
+427.3%
-148.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.3% |
| 7D | -5.7% | +1.1% | -6.8% | -6.0% |
| 30D | -3.1% | -9.6% | +6.5% | +0.2% |
| 3M | +15.6% | -6.2% | +21.8% | +16.5% |
| 6M | +20.8% | -6.2% | +27.0% | +20.6% |
| YTD | +4.7% | +3.4% | +1.4% | -0.2% |
| 1Y | -8.3% | +5.3% | -13.6% | -13.9% |
| 3Y | +13.6% | +44.4% | -30.8% | -12.3% |
| 5Y | +45.0% | +152.4% | -107.3% | -19.3% |
| 10Y | +279.0% | +437.0% | -158.1% | +41.8% |
| All | +279.0% | +427.3% | -148.3% | +41.8% |
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 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