+62,321.5%
EME vs HUBB
+4,216.2%
+58,105.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.0% |
| 7D | +5.2% | +4.8% | +0.3% | +2.2% |
| 30D | -5.4% | -9.3% | +3.9% | +0.4% |
| 3M | -6.1% | -3.9% | -2.2% | -3.7% |
| 6M | +9.7% | -0.8% | +10.5% | +9.7% |
| YTD | +26.6% | +5.6% | +21.0% | +22.1% |
| 1Y | +24.6% | +7.7% | +16.9% | +18.8% |
| 3Y | +249.6% | +47.5% | +202.1% | +177.4% |
| 5Y | +556.6% | +153.7% | +402.9% | +271.6% |
| 10Y | +1,286.6% | +433.0% | +853.6% | +409.3% |
| All | +62,321.5% | +4,216.2% | +58,105.3% | +9,929.4% |
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 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