-22.1%
BA vs HUBB
+123.0%
-145.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | -0.4% |
| 7D | +1.1% | +1.7% | -0.6% | +0.3% |
| 30D | -7.9% | -9.7% | +1.7% | -4.4% |
| 3M | -25.3% | -15.2% | -10.2% | -20.7% |
| 6M | -24.6% | -14.0% | -10.6% | -20.8% |
| YTD | -20.1% | -2.4% | -17.7% | -20.7% |
| 1Y | -11.8% | -5.8% | -6.0% | -11.4% |
| 3Y | -10.1% | +60.4% | -70.5% | -31.2% |
| All | -22.1% | +123.0% | -145.1% | -54.2% |
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 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