+22.1%
ED vs HUBB
-1.7%
+23.8%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | 0.0% |
| 7D | -1.7% | +4.6% | -6.3% | -1.2% |
| 30D | +10.7% | -8.4% | +19.1% | +9.8% |
| 3M | +11.6% | -14.3% | +26.0% | +9.9% |
| 6M | +13.5% | -9.3% | +22.8% | +12.6% |
| YTD | +23.1% | -0.5% | +23.6% | +25.0% |
| All | +22.1% | -1.7% | +23.8% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling