+8,015.2%
CI vs HUBB
+146,787.4%
-138,772.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.6% |
| 7D | -1.3% | +1.2% | -2.5% | -1.3% |
| 30D | +6.4% | -6.4% | +12.8% | +6.5% |
| 3M | +10.7% | -14.4% | +25.1% | +10.8% |
| 6M | +5.5% | -9.0% | +14.4% | +5.5% |
| YTD | +11.4% | +0.7% | +10.6% | +11.3% |
| 1Y | +15.0% | -0.3% | +15.3% | +15.0% |
| 3Y | +9.0% | +59.2% | -50.2% | +8.3% |
| 5Y | +52.0% | +130.2% | -78.3% | +50.4% |
| 10Y | +150.9% | +391.8% | -240.8% | +146.7% |
| All | +8,015.2% | +146,787.4% | -138,772.2% | +7,507.5% |
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