+15.3%
BTDR vs HUBB
+149.3%
-134.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -6.1% |
| 7D | -3.2% | -1.7% | -1.5% | -2.0% |
| 30D | +32.7% | -12.7% | +45.3% | +45.7% |
| 3M | -28.4% | -2.9% | -25.4% | -26.8% |
| 6M | +51.7% | -4.8% | +56.5% | +55.5% |
| YTD | +2.9% | +2.8% | +0.1% | -0.4% |
| 1Y | -15.5% | +3.5% | -19.0% | -17.9% |
| 3Y | 0.0% | +43.5% | -43.5% | -10.8% |
| 5Y | +16.5% | +154.2% | -137.7% | +3.5% |
| All | +15.3% | +149.3% | -134.0% | +2.9% |
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