+38.1%
BNY vs HUBB
-7.9%
+46.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.4% | +1.0% | -2.7% |
| 7D | -1.3% | -4.4% | +3.2% | -0.6% |
| 30D | +3.1% | -13.7% | +16.8% | +5.3% |
| 3M | -6.7% | -18.2% | +11.5% | -4.1% |
| 6M | +12.4% | -17.0% | +29.4% | +15.1% |
| YTD | +29.3% | -4.9% | +34.2% | +25.5% |
| 1Y | +38.1% | -9.4% | +47.5% | +36.6% |
| All | +38.1% | -7.9% | +46.0% | +36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling