+491.3%
BE vs HUBB
+126.4%
+364.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -2.2% |
| 7D | +20.5% | +4.6% | +16.0% | +15.4% |
| 30D | -23.4% | -8.4% | -15.0% | -14.9% |
| 3M | -14.9% | -14.3% | -0.5% | +1.9% |
| 6M | -28.1% | -9.3% | -18.7% | -17.4% |
| YTD | +132.4% | -0.5% | +132.9% | +148.2% |
| 1Y | +59.4% | -2.1% | +61.5% | +75.8% |
| 3Y | +1,815.8% | +57.2% | +1,758.6% | +1,346.8% |
| 5Y | +491.3% | +127.1% | +364.2% | +197.1% |
| All | +491.3% | +126.4% | +364.9% | +197.1% |
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