+3,800.0%
FIX vs HUBB
+413.4%
+3,386.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +6.9% |
| 7D | -7.2% | +1.8% | -9.0% | -7.8% |
| 30D | -35.1% | -6.9% | -28.3% | -30.4% |
| 3M | -34.3% | -13.8% | -20.4% | -24.5% |
| 6M | -42.9% | -9.8% | -33.1% | -36.7% |
| YTD | +19.5% | +0.3% | +19.1% | +21.6% |
| 1Y | +16.8% | -3.3% | +20.1% | +23.0% |
| 3Y | +506.7% | +61.0% | +445.7% | +343.6% |
| 5Y | +1,046.7% | +128.5% | +918.2% | +519.3% |
| 10Y | +3,800.0% | +398.9% | +3,401.1% | +1,082.2% |
| All | +3,800.0% | +413.4% | +3,386.6% | +1,082.2% |
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