-1.3%
EIX vs HUBB
+48.8%
-50.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +4.4% |
| 7D | +0.9% | +4.8% | -3.9% | +0.2% |
| 30D | -13.5% | -9.3% | -4.2% | -12.3% |
| 3M | -15.3% | -3.9% | -11.4% | -15.1% |
| 6M | -15.3% | -0.8% | -14.5% | -15.9% |
| YTD | +2.7% | +5.6% | -2.9% | +0.8% |
| 1Y | +17.4% | +7.7% | +9.7% | +14.5% |
| 3Y | -1.3% | +47.5% | -48.8% | -11.6% |
| All | -1.3% | +48.8% | -50.2% | -11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling