-17.4%
GIS vs HUBB
-4.0%
-13.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.5% | +7.6% | +4.5% |
| 7D | +8.5% | +0.2% | +8.3% | +8.6% |
| 30D | +15.3% | -8.8% | +24.1% | +12.8% |
| 3M | +0.9% | -12.5% | +13.4% | -2.0% |
| 6M | +7.9% | -14.5% | +22.5% | +4.5% |
| YTD | -17.6% | -0.4% | -17.1% | -18.0% |
| 1Y | -17.4% | -3.4% | -13.9% | -17.8% |
| All | -17.4% | -4.0% | -13.4% | -17.8% |
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