+948.1%
FIX vs HUBB
+123.0%
+825.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.5% | +2.9% | +3.1% |
| 7D | -17.5% | +1.7% | -19.1% | -18.1% |
| 30D | -41.6% | -9.7% | -31.9% | -35.3% |
| 3M | -40.6% | -15.2% | -25.4% | -30.2% |
| 6M | -49.4% | -14.0% | -35.4% | -41.0% |
| YTD | +9.2% | -2.4% | +11.6% | +13.8% |
| 1Y | +6.5% | -5.8% | +12.3% | +14.7% |
| 3Y | +448.7% | +60.4% | +388.3% | +314.5% |
| All | +948.1% | +123.0% | +825.1% | +508.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling