+20.4%
BTDR vs HUBB
+157.3%
-136.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +2.0% | +2.5% |
| 7D | -3.4% | -0.1% | -3.3% | -3.3% |
| 30D | +32.6% | -10.0% | +42.6% | +42.8% |
| 3M | -32.2% | -1.6% | -30.6% | -31.4% |
| 6M | +52.4% | -3.1% | +55.4% | +54.2% |
| YTD | +6.7% | +4.6% | +2.1% | +2.0% |
| 1Y | -15.2% | +3.3% | -18.6% | -17.7% |
| 3Y | +14.9% | +46.6% | -31.7% | +1.0% |
| All | +20.4% | +157.3% | -136.9% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling