-6.7%
EFX vs HUBB
-4.0%
-2.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.5% | +4.8% | +2.1% |
| 7D | +9.2% | +0.2% | +9.0% | +9.2% |
| 30D | +34.8% | -8.8% | +43.6% | +33.7% |
| 3M | +8.8% | -12.5% | +21.3% | +7.5% |
| 6M | +12.3% | -14.5% | +26.8% | +11.0% |
| YTD | -10.6% | -0.4% | -10.2% | -14.2% |
| 1Y | -6.7% | -3.4% | -3.3% | -9.9% |
| All | -6.7% | -4.0% | -2.7% | -9.9% |
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