+2,351.9%
D vs HUBB
+146,787.3%
-144,435.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.5% |
| 7D | -2.4% | +1.2% | -3.6% | -2.4% |
| 30D | +9.0% | -6.4% | +15.4% | +9.0% |
| 3M | +1.0% | -14.4% | +15.3% | +1.0% |
| 6M | +11.0% | -9.0% | +20.0% | +11.0% |
| YTD | +19.8% | +0.7% | +19.0% | +19.7% |
| 1Y | +16.0% | -0.3% | +16.2% | +15.9% |
| 3Y | +74.4% | +59.2% | +15.2% | +73.7% |
| 5Y | +13.5% | +130.2% | -116.7% | +12.8% |
| 10Y | +48.4% | +391.8% | -343.4% | +46.7% |
| All | +2,351.9% | +146,787.3% | -144,435.4% | +2,286.0% |
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