+1,218.2%
BE vs HUBB
+148.7%
+1,069.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.4% |
| 7D | +9.7% | -1.7% | +11.4% | +11.9% |
| 30D | +22.4% | -12.7% | +35.0% | +41.5% |
| 3M | +10.4% | -2.9% | +13.3% | +16.2% |
| 6M | +67.9% | -4.8% | +72.6% | +82.6% |
| YTD | +197.5% | +2.8% | +194.7% | +203.5% |
| 1Y | +310.6% | +3.5% | +307.0% | +329.9% |
| 3Y | +1,657.2% | +43.5% | +1,613.7% | +1,310.5% |
| 5Y | +1,218.2% | +154.2% | +1,064.0% | +548.2% |
| All | +1,218.2% | +148.7% | +1,069.4% | +548.2% |
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