+70.4%
DRI vs HUBB
+154.5%
-84.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.0% |
| 7D | -1.2% | +4.8% | -6.1% | -2.4% |
| 30D | -0.4% | -9.3% | +8.9% | +2.0% |
| 3M | +9.5% | -3.9% | +13.4% | +10.0% |
| 6M | +6.5% | -0.8% | +7.3% | +5.5% |
| YTD | +18.4% | +5.6% | +12.8% | +14.8% |
| 1Y | +4.2% | +7.7% | -3.5% | +0.1% |
| 3Y | +57.1% | +47.5% | +9.6% | +31.7% |
| 5Y | +70.4% | +153.7% | -83.3% | +10.7% |
| All | +70.4% | +154.5% | -84.1% | +10.7% |
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