+7,594.5%
EW vs HUBB
+3,272.7%
+4,321.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | +4.9% | +4.6% | +0.4% | +3.5% |
| 30D | +24.1% | -8.4% | +32.4% | +27.2% |
| 3M | +13.7% | -14.3% | +28.0% | +18.8% |
| 6M | +32.7% | -9.3% | +42.0% | +35.1% |
| YTD | +24.1% | -0.5% | +24.6% | +21.7% |
| 1Y | +23.6% | -2.1% | +25.8% | +21.8% |
| 3Y | +64.8% | +57.2% | +7.5% | +34.6% |
| 5Y | -8.8% | +127.1% | -135.9% | -35.4% |
| 10Y | +248.8% | +385.7% | -136.9% | +87.7% |
| All | +7,594.5% | +3,272.7% | +4,321.8% | +2,382.9% |
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