+55.2%
EWT vs HUBB
-4.0%
+59.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.2% | 0.0% |
| 7D | -10.9% | +0.2% | -11.1% | -11.0% |
| 30D | -17.7% | -8.8% | -8.9% | -14.0% |
| 3M | -5.0% | -12.5% | +7.4% | +1.1% |
| 6M | +7.4% | -14.5% | +21.9% | +15.4% |
| YTD | +52.8% | -0.4% | +53.3% | +52.1% |
| 1Y | +55.2% | -3.4% | +58.6% | +56.8% |
| All | +55.2% | -4.0% | +59.2% | +56.8% |
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