-10.8%
DOW vs HUBB
+338.2%
-349.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.2% | -3.1% |
| 7D | -2.4% | +0.5% | -2.9% | -2.7% |
| 30D | +0.4% | -10.0% | +10.4% | +5.9% |
| 3M | -14.4% | -4.8% | -9.6% | -13.9% |
| 6M | -7.0% | -5.6% | -1.4% | -7.8% |
| YTD | +30.2% | +4.7% | +25.5% | +20.4% |
| 1Y | +29.2% | +6.7% | +22.5% | +17.5% |
| 3Y | -36.7% | +45.8% | -82.5% | -55.7% |
| 5Y | -37.7% | +145.9% | -183.6% | -72.4% |
| All | -10.8% | +338.2% | -349.0% | -74.9% |
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