+494.2%
FIX vs HUBB
+57.0%
+437.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.1% |
| 7D | +9.4% | +1.8% | +7.7% | +7.6% |
| 30D | -27.8% | -7.7% | -20.1% | -20.4% |
| 3M | -35.6% | -13.6% | -22.0% | -23.5% |
| 6M | -45.2% | -9.1% | -36.1% | -38.4% |
| YTD | +19.5% | -0.7% | +20.2% | +21.3% |
| 1Y | +24.2% | +1.1% | +23.2% | +23.9% |
| 3Y | +494.2% | +56.2% | +438.0% | +307.1% |
| All | +494.2% | +57.0% | +437.1% | +307.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling