+29.4%
B vs HUBB
-4.0%
+33.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.5% | +10.8% | +9.2% |
| 7D | +1.1% | +0.2% | +0.9% | +0.9% |
| 30D | +0.3% | -8.8% | +9.1% | +3.6% |
| 3M | +5.4% | -12.5% | +17.9% | +10.5% |
| 6M | +5.5% | -14.5% | +20.1% | +10.9% |
| YTD | -6.3% | -0.4% | -5.9% | -8.4% |
| 1Y | +29.4% | -3.4% | +32.8% | +29.2% |
| All | +29.4% | -4.0% | +33.4% | +29.2% |
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