+79.0%
DRI vs HUBB
+126.4%
-47.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.8% | -0.2% |
| 7D | -0.3% | +4.6% | -4.9% | -1.4% |
| 30D | +10.8% | -8.4% | +19.2% | +13.0% |
| 3M | +0.9% | -14.3% | +15.3% | +4.5% |
| 6M | +16.3% | -9.3% | +25.6% | +18.1% |
| YTD | +27.8% | -0.5% | +28.3% | +25.4% |
| 1Y | +33.9% | -2.1% | +36.0% | +31.8% |
| 3Y | +67.2% | +57.2% | +10.0% | +35.7% |
| 5Y | +79.0% | +127.1% | -48.1% | +17.4% |
| All | +79.0% | +126.4% | -47.4% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling