+235.7%
DIA vs HUBB
+381.1%
-145.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | +2.1% | +1.8% | +0.4% | +1.4% |
| 30D | +1.5% | -7.7% | +9.2% | +4.4% |
| 3M | -2.4% | -13.6% | +11.1% | +2.9% |
| 6M | +6.0% | -9.1% | +15.1% | +8.6% |
| YTD | +10.1% | -0.7% | +10.8% | +7.6% |
| 1Y | +11.8% | +1.1% | +10.7% | +8.4% |
| 3Y | +59.7% | +56.2% | +3.5% | +22.0% |
| 5Y | +57.9% | +126.6% | -68.7% | -3.5% |
| All | +235.7% | +381.1% | -145.4% | +37.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling