+39.4%
BEN vs HUBB
+148.7%
-109.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.6% |
| 7D | +3.4% | +1.1% | +2.3% | +2.9% |
| 30D | +1.8% | -9.6% | +11.4% | +6.2% |
| 3M | +8.4% | -6.2% | +14.6% | +10.3% |
| 6M | +35.6% | -6.2% | +41.8% | +36.9% |
| YTD | +46.4% | +3.4% | +43.0% | +40.3% |
| 1Y | +46.3% | +5.3% | +41.0% | +38.1% |
| 3Y | +54.6% | +44.4% | +10.3% | +18.2% |
| 5Y | +39.4% | +152.4% | -113.0% | -30.0% |
| All | +39.4% | +148.7% | -109.3% | -30.0% |
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 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