+394.0%
CAH vs HUBB
+157.3%
+236.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.9% |
| 7D | -5.1% | -0.1% | -5.0% | -5.1% |
| 30D | +0.2% | -10.0% | +10.1% | +1.7% |
| 3M | +6.3% | -1.6% | +7.9% | +6.2% |
| 6M | +9.4% | -3.1% | +12.5% | +9.4% |
| YTD | +15.0% | +4.6% | +10.4% | +13.8% |
| 1Y | +55.4% | +3.3% | +52.1% | +53.8% |
| 3Y | +173.8% | +46.6% | +127.2% | +149.2% |
| All | +394.0% | +157.3% | +236.7% | +267.1% |
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