+7,924.2%
BNY vs HUBB
+152,391.5%
-144,467.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | 0.0% |
| 7D | -1.3% | -0.1% | -1.3% | -1.3% |
| 30D | -0.2% | -10.0% | +9.8% | 0.0% |
| 3M | +14.9% | -1.6% | +16.5% | +14.9% |
| 6M | +40.0% | -3.1% | +43.1% | +40.0% |
| YTD | +42.0% | +4.6% | +37.4% | +41.8% |
| 1Y | +56.9% | +3.3% | +53.5% | +56.7% |
| 3Y | +289.9% | +46.6% | +243.3% | +287.0% |
| 5Y | +259.2% | +158.7% | +100.5% | +253.4% |
| 10Y | +413.3% | +443.5% | -30.2% | +400.3% |
| All | +7,924.2% | +152,391.5% | -144,467.3% | +9,461.6% |
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 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