+15,251.3%
BN vs HUBB
+152,497.4%
-137,246.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -2.5% | +0.5% | -3.0% | -2.5% |
| 30D | -9.5% | -10.0% | +0.5% | -9.4% |
| 3M | -10.4% | -4.8% | -5.6% | -10.3% |
| 6M | -6.4% | -5.6% | -0.8% | -6.3% |
| YTD | -11.9% | +4.7% | -16.5% | -12.0% |
| 1Y | -8.6% | +6.7% | -15.3% | -8.7% |
| 3Y | +77.6% | +45.8% | +31.8% | +76.6% |
| 5Y | +37.0% | +145.9% | -108.9% | +35.4% |
| 10Y | +266.4% | +418.6% | -152.2% | +259.3% |
| All | +15,251.3% | +152,497.4% | -137,246.1% | +14,776.3% |
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