+595.7%
HAL vs HUBB
+152,497.5%
-151,901.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | +0.5% | +2.4% | +2.9% |
| 30D | +17.0% | -10.0% | +27.1% | +17.3% |
| 3M | -9.7% | -4.8% | -4.9% | -9.6% |
| 6M | +8.6% | -5.6% | +14.2% | +8.7% |
| YTD | +33.0% | +4.7% | +28.3% | +32.8% |
| 1Y | +68.3% | +6.7% | +61.6% | +68.0% |
| 3Y | +0.1% | +45.8% | -45.6% | -0.7% |
| 5Y | +102.6% | +145.9% | -43.3% | +98.9% |
| 10Y | +3.8% | +418.6% | -414.8% | +1.0% |
| All | +595.7% | +152,497.5% | -151,901.7% | +482.9% |
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 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