+33.9%
ALNY vs HUBB
+157.3%
-123.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.1% |
| 7D | -6.5% | -0.1% | -6.5% | -6.5% |
| 30D | +11.0% | -10.0% | +21.0% | +13.4% |
| 3M | -14.1% | -1.6% | -12.5% | -14.4% |
| 6M | -22.4% | -3.1% | -19.3% | -22.8% |
| YTD | -37.5% | +4.6% | -42.0% | -39.1% |
| 1Y | -46.9% | +3.3% | -50.3% | -48.2% |
| 3Y | +22.1% | +46.6% | -24.5% | +6.0% |
| All | +33.9% | +157.3% | -123.5% | -1.1% |
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