+5,993.3%
FIX vs HUBB
+430.1%
+5,563.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.6% |
| 7D | +6.1% | +4.8% | +1.2% | +1.8% |
| 30D | -2.7% | -9.3% | +6.6% | +5.8% |
| 3M | -10.9% | -3.9% | -7.1% | -7.4% |
| 6M | +29.0% | -0.8% | +29.8% | +30.3% |
| YTD | +76.9% | +5.6% | +71.3% | +70.5% |
| 1Y | +130.7% | +7.7% | +123.0% | +119.5% |
| 3Y | +790.7% | +47.5% | +743.2% | +582.6% |
| 5Y | +2,185.6% | +153.7% | +2,031.9% | +1,023.4% |
| 10Y | +5,993.3% | +433.0% | +5,560.3% | +1,655.3% |
| All | +5,993.3% | +430.1% | +5,563.2% | +1,655.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling