+115.6%
CRBG vs HUBB
+123.6%
-8.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.3% | +0.7% |
| 7D | +0.6% | -0.1% | +0.6% | +0.6% |
| 30D | +2.6% | -10.0% | +12.6% | +7.2% |
| 3M | +24.0% | -1.6% | +25.6% | +23.4% |
| 6M | +50.5% | -3.1% | +53.6% | +49.0% |
| YTD | +17.1% | +4.6% | +12.6% | +11.6% |
| 1Y | +5.9% | +3.3% | +2.5% | +1.1% |
| 3Y | +122.7% | +46.6% | +76.2% | +77.9% |
| All | +115.6% | +123.6% | -8.0% | +39.3% |
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