+360.5%
BE vs HUBB
+8.5%
+352.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.2% | +7.1% |
| 7D | +20.0% | +0.5% | +19.4% | +18.8% |
| 30D | +7.9% | -10.0% | +17.9% | +29.2% |
| 3M | -13.2% | -4.8% | -8.4% | -4.7% |
| 6M | +53.5% | -5.6% | +59.0% | +69.1% |
| YTD | +191.0% | +4.7% | +186.4% | +146.3% |
| 1Y | +360.5% | +6.7% | +353.8% | +305.4% |
| All | +360.5% | +8.5% | +352.1% | +305.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling