+27.7%
CFG vs HUBB
-3.8%
+31.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | -0.2% |
| 7D | +0.7% | -2.6% | +3.3% | +1.3% |
| 30D | +2.8% | -7.7% | +10.4% | +4.7% |
| 3M | -10.1% | -13.0% | +2.9% | -7.0% |
| 6M | +3.2% | -10.6% | +13.8% | +4.7% |
| YTD | +14.2% | -0.6% | +14.7% | +8.5% |
| All | +27.7% | -3.8% | +31.5% | +21.7% |
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 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