+19.6%
FIX vs HUBB
-1.1%
+20.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.3% | +3.7% | +3.5% |
| 7D | +6.4% | +1.2% | +5.3% | +5.7% |
| 30D | -29.1% | -6.4% | -22.6% | -23.0% |
| 3M | -31.1% | -14.4% | -16.8% | -17.6% |
| 6M | -42.8% | -9.0% | -33.8% | -35.6% |
| YTD | +24.6% | +0.7% | +23.9% | +18.1% |
| All | +19.6% | -1.1% | +20.7% | +15.8% |
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 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