+27.0%
ALL vs HUBB
+8.5%
+18.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.3% |
| 7D | 0.0% | +0.5% | -0.5% | +0.1% |
| 30D | -1.5% | -10.0% | +8.5% | -3.3% |
| 3M | +23.6% | -4.8% | +28.4% | +22.4% |
| 6M | +22.3% | -5.6% | +27.9% | +21.0% |
| YTD | +26.5% | +4.7% | +21.9% | +25.4% |
| 1Y | +27.0% | +6.7% | +20.3% | +25.9% |
| All | +27.0% | +8.5% | +18.6% | +25.9% |
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