+1,471.7%
ET vs HUBB
+1,545.9%
-74.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.8% |
| 7D | +0.6% | +1.1% | -0.4% | +0.1% |
| 30D | +5.3% | -9.6% | +14.9% | +10.2% |
| 3M | +15.6% | -6.2% | +21.8% | +17.5% |
| 6M | +20.6% | -6.2% | +26.8% | +21.2% |
| YTD | +38.5% | +3.4% | +35.2% | +31.9% |
| 1Y | +35.7% | +5.3% | +30.4% | +27.0% |
| 3Y | +98.4% | +44.4% | +54.0% | +51.0% |
| 5Y | +245.3% | +152.4% | +92.9% | +86.7% |
| 10Y | +173.7% | +437.0% | -263.3% | -2.2% |
| All | +1,471.7% | +1,545.9% | -74.2% | +191.9% |
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 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