+114.8%
ALL vs HUBB
+154.5%
-39.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.2% | -2.5% |
| 7D | -1.7% | +4.8% | -6.5% | -2.3% |
| 30D | -4.7% | -9.3% | +4.6% | -3.6% |
| 3M | +18.4% | -3.9% | +22.3% | +18.3% |
| 6M | +20.5% | -0.8% | +21.3% | +19.2% |
| YTD | +23.5% | +5.6% | +18.0% | +20.4% |
| 1Y | +29.0% | +7.7% | +21.2% | +24.8% |
| 3Y | +153.7% | +47.5% | +106.3% | +121.4% |
| 5Y | +114.8% | +153.7% | -38.9% | +52.6% |
| All | +114.8% | +154.5% | -39.7% | +52.6% |
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