-12.1%
DOW vs HUBB
+337.9%
-350.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.8% | -3.0% |
| 7D | -1.4% | -0.1% | -1.3% | -1.4% |
| 30D | -3.9% | -10.0% | +6.0% | +1.4% |
| 3M | -12.7% | -1.6% | -11.1% | -13.8% |
| 6M | -13.7% | -3.1% | -10.6% | -15.7% |
| YTD | +28.4% | +4.6% | +23.8% | +18.7% |
| 1Y | +21.8% | +3.3% | +18.4% | +12.9% |
| 3Y | -35.7% | +46.6% | -82.3% | -55.2% |
| 5Y | -36.8% | +158.7% | -195.5% | -73.3% |
| All | -12.1% | +337.9% | -350.0% | -75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling