+1,803.2%
BE vs HUBB
+57.4%
+1,745.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -2.1% |
| 7D | +20.5% | +4.6% | +16.0% | +14.7% |
| 30D | -23.4% | -8.4% | -15.0% | -13.8% |
| 3M | -14.9% | -14.3% | -0.5% | +4.1% |
| 6M | -28.1% | -9.3% | -18.7% | -16.3% |
| YTD | +132.4% | -0.5% | +132.9% | +148.7% |
| 1Y | +59.4% | -2.1% | +61.5% | +76.7% |
| All | +1,803.2% | +57.4% | +1,745.8% | +1,543.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling