+70,808.4%
BBY vs HUBB
+149,745.1%
-78,936.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.1% |
| 7D | +0.7% | -1.7% | +2.4% | +0.7% |
| 30D | +5.8% | -12.7% | +18.4% | +6.0% |
| 3M | +18.0% | -2.9% | +21.0% | +18.0% |
| 6M | +39.8% | -4.8% | +44.6% | +39.9% |
| YTD | +35.4% | +2.8% | +32.6% | +35.2% |
| 1Y | +21.4% | +3.5% | +17.9% | +21.2% |
| 3Y | +39.5% | +43.5% | -4.0% | +38.6% |
| 5Y | -0.5% | +154.2% | -154.7% | -2.1% |
| 10Y | +240.0% | +434.0% | -194.0% | +231.5% |
| All | +70,808.4% | +149,745.1% | -78,936.7% | +64,685.3% |
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