-8.0%
DHR vs HUBB
+43.6%
-51.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -5.0% | -1.7% | -3.3% | -4.6% |
| 30D | -3.3% | -12.7% | +9.3% | -0.3% |
| 3M | +9.4% | -2.9% | +12.4% | +9.5% |
| 6M | +3.2% | -4.8% | +7.9% | +3.2% |
| YTD | -12.0% | +2.8% | -14.8% | -14.2% |
| 1Y | +4.9% | +3.5% | +1.4% | +1.8% |
| All | -8.0% | +43.6% | -51.7% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling