+42.6%
BEN vs HUBB
+5.5%
+37.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.4% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +0.2% | -10.0% | +10.1% | +2.0% |
| 3M | +6.8% | -1.6% | +8.4% | +6.2% |
| 6M | +38.1% | -3.1% | +41.2% | +36.2% |
| YTD | +44.3% | +4.6% | +39.8% | +40.1% |
| 1Y | +42.6% | +3.3% | +39.2% | +34.0% |
| All | +42.6% | +5.5% | +37.0% | +34.0% |
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