-36.5%
ELAN vs HUBB
+288.9%
-325.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.7% |
| 7D | -6.4% | -1.7% | -4.7% | -5.6% |
| 30D | +0.6% | -12.7% | +13.2% | +7.1% |
| 3M | 0.0% | -2.9% | +2.9% | +0.4% |
| 6M | -3.4% | -4.8% | +1.4% | -2.6% |
| YTD | +1.0% | +2.8% | -1.8% | -1.9% |
| 1Y | +24.7% | +3.5% | +21.2% | +20.0% |
| 3Y | +97.2% | +43.5% | +53.7% | +53.9% |
| 5Y | -31.5% | +154.2% | -185.7% | -62.3% |
| All | -36.5% | +288.9% | -325.4% | -76.2% |
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