+63.8%
DIA vs HUBB
+148.7%
-85.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.5% |
| 7D | -3.0% | -1.7% | -1.3% | -2.6% |
| 30D | -3.0% | -12.7% | +9.7% | +0.7% |
| 3M | +4.5% | -2.9% | +7.4% | +4.7% |
| 6M | +9.8% | -4.8% | +14.6% | +10.1% |
| YTD | +9.3% | +2.8% | +6.5% | +6.8% |
| 1Y | +16.0% | +3.5% | +12.4% | +12.8% |
| 3Y | +57.7% | +43.5% | +14.2% | +34.8% |
| 5Y | +63.8% | +154.2% | -90.4% | +9.1% |
| All | +63.8% | +148.7% | -85.0% | +9.1% |
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