+1,335.7%
BP vs HUBB
+152,497.4%
-151,161.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +3.9% | +0.5% | +3.4% | +3.9% |
| 30D | +7.6% | -10.0% | +17.6% | +7.8% |
| 3M | +0.7% | -4.8% | +5.5% | +0.7% |
| 6M | +15.5% | -5.6% | +21.0% | +15.5% |
| YTD | +30.8% | +4.7% | +26.2% | +30.7% |
| 1Y | +34.3% | +6.7% | +27.6% | +34.1% |
| 3Y | +35.1% | +45.8% | -10.7% | +34.2% |
| 5Y | +126.8% | +145.9% | -19.1% | +123.8% |
| 10Y | +123.4% | +418.6% | -295.2% | +118.8% |
| All | +1,335.7% | +152,497.4% | -151,161.7% | +1,333.3% |
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