-34.4%
DOW vs HUBB
+43.6%
-78.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -2.4% | -1.7% | -0.7% | -1.9% |
| 30D | -4.1% | -12.7% | +8.6% | -0.6% |
| 3M | -12.4% | -2.9% | -9.5% | -12.8% |
| 6M | -10.6% | -4.8% | -5.8% | -11.8% |
| YTD | +31.1% | +2.8% | +28.3% | +24.5% |
| 1Y | +30.5% | +3.5% | +27.0% | +23.1% |
| All | -34.4% | +43.6% | -78.0% | -47.1% |
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