+426.2%
BTSG vs HUBB
+40.3%
+385.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.1% | -6.4% |
| 7D | -5.8% | -1.7% | -4.1% | -5.0% |
| 30D | 0.0% | -12.7% | +12.6% | +6.7% |
| 3M | -4.5% | -2.9% | -1.5% | -3.7% |
| 6M | +40.0% | -4.8% | +44.8% | +42.0% |
| YTD | +54.6% | +2.8% | +51.8% | +50.9% |
| 1Y | +106.1% | +3.5% | +102.6% | +100.1% |
| All | +426.2% | +40.3% | +385.9% | +337.8% |
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