+7,692.7%
EW vs HUBB
+3,265.0%
+4,427.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +4.9% | +1.8% | +3.2% | +4.3% |
| 30D | +23.9% | -7.7% | +31.6% | +26.8% |
| 3M | +15.8% | -13.6% | +29.3% | +20.6% |
| 6M | +31.7% | -9.1% | +40.8% | +33.9% |
| YTD | +25.7% | -0.7% | +26.4% | +23.3% |
| 1Y | +24.4% | +1.1% | +23.4% | +21.3% |
| 3Y | +65.9% | +56.2% | +9.7% | +35.8% |
| 5Y | -7.6% | +126.6% | -134.2% | -34.5% |
| 10Y | +253.2% | +384.6% | -131.4% | +90.3% |
| All | +7,692.7% | +3,265.0% | +4,427.7% | +2,416.4% |
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