+1,025.2%
C vs HUBB
+146,154.7%
-145,129.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.8% | -0.4% | +2.4% |
| 7D | -0.9% | +1.8% | -2.7% | -1.0% |
| 30D | -5.4% | -6.9% | +1.5% | -5.3% |
| 3M | -9.2% | -13.8% | +4.7% | -8.9% |
| 6M | -1.8% | -9.8% | +8.0% | -1.6% |
| YTD | +6.7% | +0.3% | +6.4% | +6.6% |
| 1Y | +23.5% | -3.3% | +26.9% | +23.6% |
| 3Y | +219.8% | +61.0% | +158.8% | +216.7% |
| 5Y | +112.4% | +128.5% | -16.1% | +108.9% |
| 10Y | +220.1% | +398.9% | -178.8% | +211.3% |
| All | +1,025.2% | +146,154.7% | -145,129.5% | +1,572.7% |
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