+43.6%
DE vs HUBB
+5.5%
+38.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.8% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +9.0% | -10.0% | +19.0% | +12.2% |
| 3M | +19.1% | -1.6% | +20.7% | +19.8% |
| 6M | +14.4% | -3.1% | +17.5% | +14.5% |
| YTD | +45.9% | +4.6% | +41.4% | +45.9% |
| 1Y | +43.6% | +3.3% | +40.3% | +42.3% |
| All | +43.6% | +5.5% | +38.1% | +42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling