-8.8%
EQT vs HUBB
-7.9%
-0.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.4% | +0.8% | -3.7% |
| 7D | -7.2% | -4.4% | -2.8% | -7.3% |
| 30D | -3.5% | -13.7% | +10.2% | -3.9% |
| 3M | -1.2% | -18.2% | +17.0% | -1.9% |
| 6M | -13.3% | -17.0% | +3.7% | -13.3% |
| YTD | -4.7% | -4.9% | +0.1% | -6.5% |
| 1Y | -8.8% | -9.4% | +0.6% | -8.8% |
| All | -8.8% | -7.9% | -0.9% | -8.8% |
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