+144.3%
AR vs HUBB
+154.5%
-10.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | -1.8% | +4.8% | -6.7% | -3.3% |
| 30D | +12.6% | -9.3% | +21.9% | +16.0% |
| 3M | +10.0% | -3.9% | +13.9% | +10.0% |
| 6M | +0.6% | -0.8% | +1.5% | -1.7% |
| YTD | +13.4% | +5.6% | +7.8% | +7.1% |
| 1Y | +21.7% | +7.7% | +14.0% | +13.2% |
| 3Y | +45.8% | +47.5% | -1.6% | +15.1% |
| 5Y | +144.3% | +153.7% | -9.4% | +56.8% |
| All | +144.3% | +154.5% | -10.3% | +56.8% |
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