+40.5%
ALL vs HUBB
-4.0%
+44.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.5% | +5.3% | +2.4% |
| 7D | +7.5% | +0.2% | +7.3% | +7.6% |
| 30D | +19.7% | -8.8% | +28.6% | +17.7% |
| 3M | +2.9% | -12.5% | +15.4% | +0.4% |
| 6M | +23.5% | -14.5% | +38.1% | +20.3% |
| YTD | +31.1% | -0.4% | +31.6% | +29.6% |
| 1Y | +40.5% | -3.4% | +43.9% | +39.4% |
| All | +40.5% | -4.0% | +44.5% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling