+36.0%
DIS vs HUBB
+61.5%
-25.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | +1.5% |
| 7D | +5.3% | +1.8% | +3.5% | +4.9% |
| 30D | +10.2% | -6.9% | +17.1% | +11.5% |
| 3M | +13.5% | -13.8% | +27.4% | +16.5% |
| 6M | +11.1% | -9.8% | +20.9% | +12.3% |
| YTD | +5.5% | +0.3% | +5.2% | +2.6% |
| 1Y | +9.1% | -3.3% | +12.5% | +7.2% |
| 3Y | +36.0% | +61.0% | -25.0% | +18.2% |
| All | +36.0% | +61.5% | -25.5% | +18.2% |
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 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