+14.5%
FIX vs HUBB
-3.9%
+18.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +6.1% |
| 7D | -7.2% | +1.8% | -9.0% | -8.0% |
| 30D | -35.1% | -6.9% | -28.3% | -29.2% |
| 3M | -34.3% | -13.8% | -20.4% | -22.0% |
| 6M | -42.9% | -9.8% | -33.1% | -35.2% |
| YTD | +19.5% | +0.3% | +19.1% | +14.2% |
| All | +14.5% | -3.9% | +18.4% | +14.7% |
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