+71.4%
BTI vs HUBB
+446.9%
-375.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.3% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -1.1% | -10.0% | +8.9% | +0.9% |
| 3M | -8.8% | -1.6% | -7.2% | -8.9% |
| 6M | -4.0% | -3.1% | -0.9% | -4.3% |
| YTD | +0.4% | +4.6% | -4.2% | -1.7% |
| 1Y | +1.9% | +3.3% | -1.4% | -0.2% |
| 3Y | +108.5% | +46.6% | +61.9% | +81.3% |
| 5Y | +118.5% | +158.7% | -40.1% | +55.4% |
| All | +71.4% | +446.9% | -375.5% | -3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling