+579.1%
AU vs HUBB
+46.2%
+532.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | +0.1% |
| 7D | -4.3% | -0.1% | -4.2% | -4.3% |
| 30D | +7.3% | -10.0% | +17.3% | +10.0% |
| 3M | +26.3% | -1.6% | +27.9% | +26.2% |
| 6M | +1.8% | -3.1% | +4.9% | +2.1% |
| YTD | +26.8% | +4.6% | +22.2% | +25.9% |
| 1Y | +66.7% | +3.3% | +63.3% | +65.6% |
| 3Y | +579.1% | +46.6% | +532.5% | +585.1% |
| All | +579.1% | +46.2% | +532.9% | +585.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling