+99.6%
DE vs HUBB
+157.3%
-57.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.9% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +9.0% | -10.0% | +19.0% | +13.1% |
| 3M | +19.1% | -1.6% | +20.7% | +19.3% |
| 6M | +14.4% | -3.1% | +17.5% | +14.6% |
| YTD | +45.9% | +4.6% | +41.4% | +42.0% |
| 1Y | +43.6% | +3.3% | +40.3% | +39.7% |
| 3Y | +75.9% | +46.6% | +29.3% | +42.6% |
| All | +99.6% | +157.3% | -57.7% | +18.5% |
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