+59.5%
DIA vs HUBB
+47.5%
+12.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | +0.1% | +4.8% | -4.8% | -1.1% |
| 30D | -2.1% | -9.3% | +7.2% | +0.2% |
| 3M | +4.2% | -3.9% | +8.0% | +4.6% |
| 6M | +11.9% | -0.8% | +12.7% | +10.9% |
| YTD | +10.8% | +5.6% | +5.2% | +7.8% |
| 1Y | +17.5% | +7.7% | +9.8% | +13.4% |
| All | +59.5% | +47.5% | +12.0% | +40.6% |
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