+16.9%
EIX vs HUBB
+130.2%
-113.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.7% |
| 7D | -2.5% | +1.2% | -3.7% | -2.8% |
| 30D | +7.7% | -6.4% | +14.1% | +8.9% |
| 3M | -12.9% | -14.4% | +1.5% | -10.3% |
| 6M | -12.7% | -9.0% | -3.7% | -11.7% |
| YTD | +5.5% | +0.7% | +4.7% | +3.6% |
| 1Y | +9.4% | -0.3% | +9.6% | +7.5% |
| 3Y | +9.7% | +59.2% | -49.5% | -8.0% |
| 5Y | +16.9% | +130.2% | -113.3% | -16.4% |
| All | +16.9% | +130.2% | -113.3% | -16.4% |
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