+111.4%
DAL vs HUBB
+126.3%
-14.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -1.1% | +1.8% | -2.8% | -2.0% |
| 30D | +12.8% | -7.7% | +20.5% | +17.5% |
| 3M | -5.3% | -13.6% | +8.3% | +2.3% |
| 6M | +22.4% | -9.1% | +31.5% | +27.0% |
| YTD | +25.6% | -0.7% | +26.3% | +22.2% |
| 1Y | +45.5% | +1.1% | +44.4% | +39.9% |
| 3Y | +161.0% | +56.2% | +104.8% | +88.6% |
| All | +111.4% | +126.3% | -14.9% | +10.4% |
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