+27.8%
EXPE vs HUBB
+5.5%
+22.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.3% | +1.2% |
| 7D | -5.8% | -0.1% | -5.7% | -5.8% |
| 30D | -13.6% | -10.0% | -3.7% | -12.5% |
| 3M | +25.2% | -1.6% | +26.8% | +23.3% |
| 6M | +22.3% | -3.1% | +25.4% | +20.5% |
| YTD | -0.3% | +4.6% | -4.9% | -6.3% |
| 1Y | +27.8% | +3.3% | +24.5% | +16.3% |
| All | +27.8% | +5.5% | +22.3% | +16.3% |
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