+195.6%
EQT vs HUBB
+152.9%
+42.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | -1.2% | -1.7% | +0.5% | -0.7% |
| 30D | +1.1% | -12.7% | +13.7% | +4.9% |
| 3M | +4.8% | -2.9% | +7.7% | +4.7% |
| 6M | -10.6% | -4.8% | -5.8% | -10.9% |
| YTD | +3.4% | +2.8% | +0.7% | 0.0% |
| 1Y | +8.7% | +3.5% | +5.1% | +4.2% |
| 3Y | +35.0% | +43.5% | -8.6% | +11.6% |
| All | +195.6% | +152.9% | +42.7% | +86.9% |
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