+4,855.7%
BEN vs HUBB
+152,497.5%
-147,641.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | -0.5% | -10.0% | +9.5% | -0.4% |
| 3M | +9.7% | -4.8% | +14.5% | +9.8% |
| 6M | +33.9% | -5.6% | +39.5% | +34.0% |
| YTD | +49.0% | +4.7% | +44.3% | +48.8% |
| 1Y | +42.1% | +6.7% | +35.4% | +41.9% |
| 3Y | +51.9% | +45.8% | +6.1% | +50.7% |
| 5Y | +39.0% | +145.9% | -106.9% | +36.8% |
| 10Y | +57.9% | +418.6% | -360.7% | +53.7% |
| All | +4,855.7% | +152,497.5% | -147,641.8% | +4,998.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling