+384.5%
ALAB vs HUBB
+17.3%
+367.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.1% | +6.2% | +6.5% |
| 7D | +9.6% | +1.1% | +8.5% | +8.0% |
| 30D | -5.3% | -9.6% | +4.3% | +6.3% |
| 3M | -12.0% | -6.2% | -5.9% | -4.3% |
| 6M | +145.7% | -6.2% | +151.9% | +166.1% |
| YTD | +80.7% | +3.4% | +77.3% | +73.3% |
| 1Y | +40.1% | +5.3% | +34.8% | +31.6% |
| All | +384.5% | +17.3% | +367.2% | +313.0% |
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