-1.5%
AS vs HUBB
-1.9%
+0.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -4.9% | +1.8% | -6.6% | -5.3% |
| 30D | +3.9% | -7.7% | +11.6% | +6.0% |
| 3M | -9.6% | -13.6% | +4.0% | -6.2% |
| 6M | -8.7% | -9.1% | +0.5% | -7.4% |
| YTD | -19.8% | -0.7% | -19.1% | -19.9% |
| 1Y | -1.5% | +1.1% | -2.6% | -1.6% |
| All | -1.5% | -1.9% | +0.4% | -1.6% |
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 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