+1,414.8%
BP vs HUBB
+144,634.4%
-143,219.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +3.8% | +1.8% | +2.1% | +3.8% |
| 30D | -5.3% | -7.7% | +2.4% | -5.2% |
| 3M | +9.3% | -13.6% | +22.8% | +9.4% |
| 6M | +7.2% | -9.1% | +16.3% | +7.3% |
| YTD | +38.0% | -0.7% | +38.8% | +37.9% |
| 1Y | +33.2% | +1.1% | +32.1% | +33.1% |
| 3Y | +50.3% | +56.2% | -5.9% | +49.2% |
| 5Y | +114.1% | +126.6% | -12.5% | +111.5% |
| 10Y | +140.7% | +384.6% | -243.8% | +136.0% |
| All | +1,414.8% | +144,634.4% | -143,219.6% | +1,413.2% |
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