+7,857.7%
CI vs HUBB
+146,154.8%
-138,297.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | +0.7% |
| 7D | +0.1% | +1.8% | -1.7% | +0.1% |
| 30D | +4.7% | -6.9% | +11.5% | +4.7% |
| 3M | +5.2% | -13.8% | +19.0% | +5.4% |
| 6M | +3.8% | -9.8% | +13.6% | +3.9% |
| YTD | +9.2% | +0.3% | +8.9% | +9.2% |
| 1Y | +14.3% | -3.3% | +17.6% | +14.2% |
| 3Y | +8.4% | +61.0% | -52.6% | +7.7% |
| 5Y | +50.0% | +128.5% | -78.5% | +48.5% |
| 10Y | +142.2% | +398.9% | -256.7% | +138.1% |
| All | +7,857.7% | +146,154.8% | -138,297.1% | +7,360.2% |
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