+12,471.5%
FIX vs HUBB
+2,320.7%
+10,150.8%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +6.0% | +0.5% | +5.5% | +5.6% |
| 30D | -7.2% | -10.0% | +2.8% | -0.7% |
| 3M | -15.9% | -4.8% | -11.1% | -12.6% |
| 6M | +12.7% | -5.6% | +18.3% | +17.8% |
| YTD | +72.8% | +4.7% | +68.1% | +70.0% |
| 1Y | +122.9% | +6.7% | +116.2% | +117.6% |
| 3Y | +774.3% | +45.8% | +728.6% | +630.0% |
| 5Y | +2,049.5% | +145.9% | +1,903.5% | +1,210.6% |
| 10Y | +5,821.5% | +418.6% | +5,402.9% | +2,295.9% |
| All | +12,471.5% | +2,320.7% | +10,150.8% | +2,320.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling