+44.6%
C vs HUBB
+5.9%
+38.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.5% |
| 7D | +2.6% | +1.1% | +1.5% | +2.2% |
| 30D | +1.9% | -9.6% | +11.5% | +5.5% |
| 3M | +2.8% | -6.2% | +9.0% | +4.3% |
| 6M | +30.6% | -6.2% | +36.7% | +30.9% |
| YTD | +19.9% | +3.4% | +16.5% | +15.9% |
| 1Y | +44.6% | +5.3% | +39.2% | +36.0% |
| All | +44.6% | +5.9% | +38.7% | +36.0% |
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 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