+1,664.5%
DIS vs HUBB
+144,902.7%
-143,238.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.1% |
| 7D | +4.4% | -2.6% | +7.0% | +4.4% |
| 30D | +10.3% | -7.7% | +18.0% | +10.4% |
| 3M | +15.5% | -13.0% | +28.6% | +15.7% |
| 6M | +11.2% | -10.6% | +21.8% | +11.3% |
| YTD | +5.6% | -0.6% | +6.1% | +5.5% |
| 1Y | +7.7% | -4.1% | +11.9% | +7.7% |
| 3Y | +39.3% | +57.2% | -17.9% | +38.5% |
| 5Y | -29.5% | +127.2% | -156.7% | -30.2% |
| 10Y | +36.3% | +386.2% | -349.9% | +34.0% |
| All | +1,664.5% | +144,902.7% | -143,238.2% | +1,762.3% |
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 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