+2,466.7%
ED vs HUBB
+144,965.6%
-142,498.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.1% |
| 7D | -1.7% | +4.6% | -6.3% | -1.7% |
| 30D | +10.7% | -8.4% | +19.1% | +10.7% |
| 3M | +11.6% | -14.3% | +26.0% | +11.7% |
| 6M | +13.5% | -9.3% | +22.8% | +13.5% |
| YTD | +23.1% | -0.5% | +23.6% | +23.1% |
| 1Y | +23.1% | -2.1% | +25.2% | +23.1% |
| 3Y | +47.9% | +57.2% | -9.3% | +47.6% |
| 5Y | +83.9% | +127.1% | -43.3% | +83.1% |
| 10Y | +142.1% | +385.7% | -243.6% | +140.4% |
| All | +2,466.7% | +144,965.6% | -142,498.9% | +2,504.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling