+615.0%
F vs HUBB
+152,497.4%
-151,882.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.5% |
| 7D | +5.3% | +0.5% | +4.8% | +5.3% |
| 30D | +4.6% | -10.0% | +14.6% | +4.8% |
| 3M | -3.7% | -4.8% | +1.1% | -3.6% |
| 6M | +16.8% | -5.6% | +22.4% | +16.9% |
| YTD | +15.3% | +4.7% | +10.6% | +15.2% |
| 1Y | +31.0% | +6.7% | +24.3% | +30.8% |
| 3Y | +45.4% | +45.8% | -0.3% | +44.5% |
| 5Y | +54.7% | +145.9% | -91.3% | +52.5% |
| 10Y | +98.2% | +418.6% | -320.4% | +93.8% |
| All | +615.0% | +152,497.4% | -151,882.4% | +544.8% |
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 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