+338.1%
DRI vs HUBB
+437.4%
-99.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -4.8% | -1.7% | -3.1% | -4.0% |
| 30D | -5.2% | -12.7% | +7.5% | +1.5% |
| 3M | +2.7% | -2.9% | +5.7% | +3.0% |
| 6M | +3.6% | -4.8% | +8.4% | +3.7% |
| YTD | +15.4% | +2.8% | +12.6% | +10.0% |
| 1Y | +1.3% | +3.5% | -2.3% | -4.7% |
| 3Y | +53.1% | +43.5% | +9.6% | +9.8% |
| 5Y | +64.6% | +154.2% | -89.6% | -26.2% |
| All | +338.1% | +437.4% | -99.3% | +20.8% |
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