+1,129.1%
DIA vs HUBB
+1,959.8%
-830.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | -0.2% | +0.5% | -0.7% | -0.4% |
| 30D | -1.5% | -10.0% | +8.5% | +2.5% |
| 3M | +3.8% | -4.8% | +8.5% | +5.0% |
| 6M | +10.3% | -5.6% | +15.8% | +11.2% |
| YTD | +12.1% | +4.7% | +7.4% | +8.2% |
| 1Y | +18.6% | +6.7% | +12.0% | +13.1% |
| 3Y | +60.6% | +45.8% | +14.9% | +30.5% |
| 5Y | +64.4% | +145.9% | -81.5% | +4.9% |
| 10Y | +250.1% | +418.6% | -168.5% | +59.8% |
| All | +1,129.1% | +1,959.8% | -830.7% | +183.2% |
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