+105.4%
EXE vs HUBB
+148.7%
-43.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.4% |
| 7D | -2.2% | -1.7% | -0.5% | -1.8% |
| 30D | -0.8% | -12.7% | +11.9% | +2.2% |
| 3M | +10.0% | -2.9% | +13.0% | +10.0% |
| 6M | -6.3% | -4.8% | -1.5% | -6.5% |
| YTD | -10.7% | +2.8% | -13.4% | -13.1% |
| 1Y | +2.7% | +3.5% | -0.8% | -0.8% |
| 3Y | +19.1% | +43.5% | -24.4% | +1.2% |
| 5Y | +105.4% | +154.2% | -48.8% | +40.1% |
| All | +105.4% | +148.7% | -43.3% | +40.1% |
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