+7,843.3%
FIX vs HUBB
+2,156.4%
+5,687.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.5% | +2.9% | +3.8% |
| 7D | -17.5% | +1.7% | -19.1% | -17.9% |
| 30D | -41.6% | -9.7% | -31.9% | -37.2% |
| 3M | -40.6% | -15.2% | -25.4% | -33.4% |
| 6M | -49.4% | -14.0% | -35.4% | -43.4% |
| YTD | +9.2% | -2.4% | +11.6% | +13.3% |
| 1Y | +6.5% | -5.8% | +12.3% | +13.3% |
| 3Y | +448.7% | +60.4% | +388.3% | +340.3% |
| 5Y | +948.7% | +125.4% | +823.3% | +580.4% |
| 10Y | +3,659.7% | +409.7% | +3,250.0% | +1,462.4% |
| All | +7,843.3% | +2,156.4% | +5,687.0% | +1,513.3% |
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