+43.6%
EEM vs HUBB
+148.7%
-105.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -0.7% | -1.7% | +1.0% | -0.2% |
| 30D | +2.4% | -12.7% | +15.1% | +6.3% |
| 3M | +4.2% | -2.9% | +7.1% | +5.0% |
| 6M | +14.8% | -4.8% | +19.6% | +16.0% |
| YTD | +23.1% | +2.8% | +20.3% | +22.0% |
| 1Y | +32.5% | +3.5% | +29.0% | +30.9% |
| 3Y | +85.9% | +43.5% | +42.3% | +65.9% |
| 5Y | +43.6% | +154.2% | -110.6% | +5.0% |
| All | +43.6% | +148.7% | -105.2% | +5.0% |
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