+4,375.2%
HAS vs HUBB
+146,154.7%
-141,779.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +1.7% |
| 7D | +2.2% | +1.8% | +0.4% | +2.1% |
| 30D | +29.6% | -6.9% | +36.4% | +29.7% |
| 3M | +30.3% | -13.8% | +44.1% | +30.5% |
| 6M | +25.6% | -9.8% | +35.4% | +25.7% |
| YTD | +50.8% | +0.3% | +50.5% | +50.7% |
| 1Y | +63.0% | -3.3% | +66.4% | +63.0% |
| 3Y | +211.6% | +61.0% | +150.6% | +209.6% |
| 5Y | +50.4% | +128.5% | -78.1% | +48.9% |
| 10Y | +101.9% | +398.9% | -297.0% | +98.4% |
| All | +4,375.2% | +146,154.7% | -141,779.5% | +4,431.3% |
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