+19.6%
CDW vs HUBB
-2.3%
+22.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | -0.1% |
| 7D | +9.1% | +4.6% | +4.5% | +8.9% |
| 30D | +13.7% | -8.4% | +22.1% | +14.0% |
| 3M | +27.0% | -14.3% | +41.4% | +27.1% |
| 6M | +75.9% | -9.3% | +85.2% | +73.5% |
| YTD | +28.9% | -0.5% | +29.4% | +21.3% |
| 1Y | +19.6% | -2.1% | +21.8% | +13.9% |
| All | +19.6% | -2.3% | +22.0% | +13.9% |
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 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