-41.1%
DIS vs HUBB
+147.2%
-188.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | -2.6% | +0.5% | -3.1% | -2.7% |
| 30D | +3.5% | -10.0% | +13.5% | +6.3% |
| 3M | +6.8% | -4.8% | +11.6% | +7.4% |
| 6M | +3.0% | -5.6% | +8.5% | +3.1% |
| YTD | -6.7% | +4.7% | -11.4% | -10.0% |
| 1Y | -10.1% | +6.7% | -16.8% | -14.1% |
| 3Y | +33.0% | +45.8% | -12.7% | +10.3% |
| All | -41.1% | +147.2% | -188.3% | -62.3% |
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