-35.1%
AUR vs HUBB
+157.3%
-192.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | 0.0% |
| 7D | +1.4% | -0.1% | +1.5% | +1.5% |
| 30D | -6.4% | -10.0% | +3.6% | +3.2% |
| 3M | +7.7% | -1.6% | +9.3% | +7.9% |
| 6M | +44.5% | -3.1% | +47.6% | +41.6% |
| YTD | +67.4% | +4.6% | +62.9% | +51.3% |
| 1Y | +15.4% | +3.3% | +12.1% | +5.1% |
| 3Y | +94.8% | +46.6% | +48.3% | +28.1% |
| All | -35.1% | +157.3% | -192.4% | -75.5% |
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