+113.1%
BHP vs HUBB
+148.7%
-35.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -5.1% |
| 7D | -3.7% | -1.7% | -2.0% | -3.2% |
| 30D | -0.8% | -12.7% | +11.8% | +3.3% |
| 3M | +7.6% | -2.9% | +10.5% | +8.1% |
| 6M | +20.8% | -4.8% | +25.6% | +21.6% |
| YTD | +50.8% | +2.8% | +48.0% | +48.4% |
| 1Y | +70.9% | +3.5% | +67.4% | +67.6% |
| 3Y | +78.0% | +43.5% | +34.5% | +53.5% |
| 5Y | +113.1% | +154.2% | -41.1% | +45.6% |
| All | +113.1% | +148.7% | -35.6% | +45.6% |
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