+14,263.1%
DE vs HUBB
+150,593.0%
-136,329.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.5% |
| 7D | -3.0% | +1.1% | -4.1% | -3.0% |
| 30D | +11.1% | -9.6% | +20.8% | +11.3% |
| 3M | +17.6% | -6.2% | +23.8% | +17.7% |
| 6M | +13.6% | -6.2% | +19.7% | +13.7% |
| YTD | +46.3% | +3.4% | +42.9% | +46.2% |
| 1Y | +44.2% | +5.3% | +38.8% | +44.0% |
| 3Y | +76.6% | +44.4% | +32.2% | +75.6% |
| 5Y | +98.2% | +152.4% | -54.1% | +95.7% |
| 10Y | +863.5% | +437.0% | +426.5% | +844.4% |
| All | +14,263.1% | +150,593.0% | -136,329.9% | +14,767.7% |
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