+110.0%
HAL vs HUBB
+154.0%
-44.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.0% |
| 7D | +0.5% | +4.8% | -4.4% | -1.1% |
| 30D | +15.9% | -9.3% | +25.2% | +19.6% |
| 3M | -8.7% | -3.9% | -4.8% | -8.3% |
| 6M | +9.0% | -0.8% | +9.9% | +7.2% |
| YTD | +32.0% | +5.6% | +26.4% | +26.3% |
| 1Y | +72.5% | +7.7% | +64.7% | +63.1% |
| 3Y | -4.5% | +47.5% | -52.0% | -21.8% |
| All | +110.0% | +154.0% | -44.0% | +42.2% |
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