+1,163.5%
C vs HUBB
+152,497.5%
-151,334.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +3.6% | +0.5% | +3.1% | +3.6% |
| 30D | +0.1% | -10.0% | +10.1% | +0.3% |
| 3M | +2.4% | -4.8% | +7.2% | +2.5% |
| 6M | +24.9% | -5.6% | +30.5% | +25.0% |
| YTD | +19.8% | +4.7% | +15.1% | +19.7% |
| 1Y | +44.9% | +6.7% | +38.2% | +44.6% |
| 3Y | +263.0% | +45.8% | +217.2% | +260.2% |
| 5Y | +129.5% | +145.9% | -16.4% | +125.4% |
| 10Y | +291.6% | +418.6% | -127.0% | +280.6% |
| All | +1,163.5% | +152,497.5% | -151,334.0% | +1,776.9% |
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 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