+153.8%
B vs HUBB
+154.5%
-0.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -1.6% |
| 7D | +2.3% | +4.8% | -2.5% | +1.4% |
| 30D | +1.4% | -9.3% | +10.6% | +3.3% |
| 3M | +12.2% | -3.9% | +16.1% | +12.9% |
| 6M | -2.1% | -0.8% | -1.3% | -2.3% |
| YTD | +2.9% | +5.6% | -2.6% | +1.9% |
| 1Y | +55.3% | +7.7% | +47.6% | +53.1% |
| 3Y | +198.7% | +47.5% | +151.2% | +177.5% |
| 5Y | +153.8% | +153.7% | +0.1% | +113.4% |
| All | +153.8% | +154.5% | -0.8% | +113.4% |
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