+67.3%
ED vs HUBB
+148.7%
-81.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.7% |
| 7D | -0.2% | +1.1% | -1.3% | -0.2% |
| 30D | +1.9% | -9.6% | +11.6% | +2.1% |
| 3M | +1.9% | -6.2% | +8.0% | +1.9% |
| 6M | -2.3% | -6.2% | +3.9% | -2.3% |
| YTD | +10.9% | +3.4% | +7.5% | +10.4% |
| 1Y | +14.5% | +5.3% | +9.2% | +13.8% |
| 3Y | +33.4% | +44.4% | -11.0% | +25.0% |
| 5Y | +67.3% | +152.4% | -85.1% | +36.6% |
| All | +67.3% | +148.7% | -81.4% | +36.6% |
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