+75.1%
CTVA vs HUBB
+43.6%
+31.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -4.7% | -1.7% | -3.0% | -4.3% |
| 30D | +11.1% | -12.7% | +23.8% | +14.0% |
| 3M | +13.7% | -2.9% | +16.7% | +13.8% |
| 6M | +11.2% | -4.8% | +16.0% | +11.1% |
| YTD | +26.9% | +2.8% | +24.1% | +24.3% |
| 1Y | +18.8% | +3.5% | +15.3% | +15.8% |
| All | +75.1% | +43.6% | +31.5% | +56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling