+12.9%
HAS vs HUBB
+147.2%
-134.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -1.8% | +0.5% | -2.3% | -2.0% |
| 30D | +2.3% | -10.0% | +12.3% | +5.9% |
| 3M | +10.4% | -4.8% | +15.1% | +11.4% |
| 6M | -3.2% | -5.6% | +2.3% | -2.7% |
| YTD | +15.4% | +4.7% | +10.8% | +11.3% |
| 1Y | +18.8% | +6.7% | +12.1% | +13.4% |
| 3Y | +43.9% | +45.8% | -1.8% | +17.0% |
| All | +12.9% | +147.2% | -134.3% | -33.2% |
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