+534.0%
HAL vs HUBB
+144,634.4%
-144,100.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +6.1% | +1.8% | +4.3% | +6.1% |
| 30D | +2.9% | -7.7% | +10.6% | +3.0% |
| 3M | +3.3% | -13.6% | +16.9% | +3.6% |
| 6M | -16.9% | -9.1% | -7.8% | -16.8% |
| YTD | +21.2% | -0.7% | +21.9% | +21.1% |
| 1Y | +27.5% | +1.1% | +26.5% | +27.4% |
| 3Y | -6.4% | +56.2% | -62.6% | -7.4% |
| 5Y | +58.0% | +126.6% | -68.6% | +55.3% |
| 10Y | -14.6% | +384.6% | -399.2% | -16.9% |
| All | +534.0% | +144,634.4% | -144,100.4% | +431.6% |
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