+3.1%
BTDR vs HUBB
+8.5%
-5.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.8% | +3.8% |
| 7D | +20.0% | +0.5% | +19.4% | +19.6% |
| 30D | +11.9% | -10.0% | +21.9% | +21.8% |
| 3M | -36.9% | -4.8% | -32.2% | -34.9% |
| 6M | +56.5% | -5.6% | +62.1% | +57.0% |
| YTD | +10.4% | +4.7% | +5.8% | -2.3% |
| 1Y | +3.1% | +6.7% | -3.6% | -12.0% |
| All | +3.1% | +8.5% | -5.4% | -12.0% |
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