+117.9%
BTSG vs HUBB
-4.0%
+121.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +1.0% |
| 7D | +17.4% | +0.2% | +17.2% | +17.0% |
| 30D | +12.6% | -8.8% | +21.4% | +17.4% |
| 3M | +11.2% | -12.5% | +23.7% | +18.1% |
| 6M | +30.4% | -14.5% | +44.9% | +39.4% |
| YTD | +86.4% | -0.4% | +86.8% | +80.9% |
| 1Y | +117.9% | -3.4% | +121.4% | +115.9% |
| All | +117.9% | -4.0% | +121.9% | +115.9% |
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 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