+521.9%
BKR vs HUBB
+149,745.1%
-149,223.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.7% |
| 7D | -6.7% | -1.7% | -5.0% | -6.6% |
| 30D | -8.3% | -12.7% | +4.3% | -8.2% |
| 3M | -5.4% | -2.9% | -2.5% | -5.4% |
| 6M | +0.8% | -4.8% | +5.6% | +0.9% |
| YTD | +31.8% | +2.8% | +29.1% | +31.8% |
| 1Y | +28.6% | +3.5% | +25.1% | +28.5% |
| 3Y | +71.2% | +43.5% | +27.7% | +70.2% |
| 5Y | +179.2% | +154.2% | +25.0% | +175.4% |
| 10Y | +124.0% | +434.0% | -310.1% | +119.2% |
| All | +521.9% | +149,745.1% | -149,223.2% | +520.0% |
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 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