+32.0%
EMR vs HUBB
-1.9%
+33.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.2% |
| 7D | +2.8% | +1.8% | +1.1% | +1.9% |
| 30D | +3.7% | -7.7% | +11.3% | +7.9% |
| 3M | +2.0% | -13.6% | +15.6% | +10.1% |
| 6M | +22.1% | -9.1% | +31.2% | +27.7% |
| YTD | +27.2% | -0.7% | +28.0% | +22.1% |
| 1Y | +32.0% | +1.1% | +31.0% | +25.0% |
| All | +32.0% | -1.9% | +33.9% | +25.0% |
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