+6,002.7%
BTI vs HUBB
+153,832.2%
-147,829.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -0.4% |
| 7D | -1.4% | +4.8% | -6.2% | -1.4% |
| 30D | -7.0% | -9.3% | +2.3% | -7.0% |
| 3M | -6.3% | -3.9% | -2.4% | -6.3% |
| 6M | -2.0% | -0.8% | -1.1% | -2.0% |
| YTD | +0.2% | +5.6% | -5.4% | +0.1% |
| 1Y | +3.8% | +7.7% | -4.0% | +3.7% |
| 3Y | +112.1% | +47.5% | +64.6% | +111.2% |
| 5Y | +113.6% | +153.7% | -40.1% | +111.7% |
| 10Y | +69.6% | +433.0% | -363.4% | +67.1% |
| All | +6,002.7% | +153,832.2% | -147,829.5% | +5,881.0% |
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 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