-0.9%
BA vs HUBB
+147.2%
-148.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.2% | +0.5% | +0.6% | +1.0% |
| 30D | -11.6% | -10.0% | -1.6% | -8.2% |
| 3M | -2.4% | -4.8% | +2.4% | -1.2% |
| 6M | -6.6% | -5.6% | -1.1% | -5.7% |
| YTD | -2.2% | +4.7% | -6.9% | -5.4% |
| 1Y | -8.0% | +6.7% | -14.7% | -12.1% |
| 3Y | -5.0% | +45.8% | -50.7% | -23.5% |
| All | -0.9% | +147.2% | -148.1% | -41.4% |
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