+753.6%
B vs HUBB
+146,154.7%
-145,401.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +4.2% |
| 7D | +11.3% | +1.8% | +9.5% | +11.3% |
| 30D | +2.9% | -6.9% | +9.8% | +3.0% |
| 3M | -2.9% | -13.8% | +11.0% | -2.7% |
| 6M | -1.2% | -9.8% | +8.6% | -1.1% |
| YTD | -1.3% | +0.3% | -1.6% | -1.3% |
| 1Y | +30.4% | -3.3% | +33.8% | +30.4% |
| 3Y | +195.3% | +61.0% | +134.3% | +194.1% |
| 5Y | +146.2% | +128.5% | +17.7% | +144.5% |
| 10Y | +200.5% | +398.9% | -198.4% | +196.5% |
| All | +753.6% | +146,154.7% | -145,401.0% | +847.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling