+3,324.5%
HAS vs HUBB
+152,497.4%
-149,172.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -1.8% | +0.5% | -2.3% | -1.8% |
| 30D | +2.3% | -10.0% | +12.3% | +2.4% |
| 3M | +10.4% | -4.8% | +15.1% | +10.4% |
| 6M | -3.2% | -5.6% | +2.3% | -3.2% |
| YTD | +15.4% | +4.7% | +10.8% | +15.3% |
| 1Y | +18.8% | +6.7% | +12.1% | +18.7% |
| 3Y | +43.9% | +45.8% | -1.8% | +43.2% |
| 5Y | +13.9% | +145.9% | -132.0% | +12.6% |
| 10Y | +56.4% | +418.6% | -362.2% | +53.6% |
| All | +3,324.5% | +152,497.4% | -149,172.9% | +3,366.1% |
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