+157.4%
ALL vs HUBB
+130.2%
+27.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -2.6% | +1.2% | -3.7% | -2.7% |
| 30D | +12.7% | -6.4% | +19.2% | +13.5% |
| 3M | +0.4% | -14.4% | +14.8% | +2.1% |
| 6M | +23.8% | -9.0% | +32.8% | +24.2% |
| YTD | +27.8% | +0.7% | +27.0% | +25.0% |
| 1Y | +28.9% | -0.3% | +29.2% | +26.2% |
| 3Y | +113.9% | +59.2% | +54.7% | +80.8% |
| 5Y | +157.4% | +130.2% | +27.2% | +86.1% |
| All | +157.4% | +130.2% | +27.1% | +86.1% |
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