+128.1%
FIX vs HUBB
+5.9%
+122.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | +0.2% |
| 7D | +3.5% | +1.1% | +2.4% | +2.3% |
| 30D | -3.5% | -9.6% | +6.1% | +7.3% |
| 3M | -11.8% | -6.2% | -5.6% | -5.2% |
| 6M | +17.8% | -6.2% | +23.9% | +23.2% |
| YTD | +73.3% | +3.4% | +70.0% | +63.5% |
| 1Y | +128.1% | +5.3% | +122.8% | +116.2% |
| All | +128.1% | +5.9% | +122.2% | +116.2% |
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 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