-25.2%
GIS vs HUBB
+148.7%
-173.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -3.1% |
| 7D | -8.4% | -1.7% | -6.7% | -8.5% |
| 30D | -5.2% | -12.7% | +7.5% | -5.6% |
| 3M | +8.2% | -2.9% | +11.1% | +7.9% |
| 6M | -12.0% | -4.8% | -7.2% | -12.3% |
| YTD | -18.9% | +2.8% | -21.6% | -19.3% |
| 1Y | -23.6% | +3.5% | -27.1% | -24.0% |
| 3Y | -37.6% | +43.5% | -81.2% | -39.8% |
| 5Y | -25.2% | +154.2% | -179.4% | -34.9% |
| All | -25.2% | +148.7% | -173.9% | -34.9% |
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