+4,408.5%
HAS vs HUBB
+144,902.7%
-140,494.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.8% |
| 7D | +3.3% | -2.6% | +5.8% | +3.3% |
| 30D | +30.5% | -7.7% | +38.2% | +30.7% |
| 3M | +29.9% | -13.0% | +42.9% | +30.1% |
| 6M | +26.5% | -10.6% | +37.1% | +26.7% |
| YTD | +51.9% | -0.6% | +52.5% | +51.9% |
| 1Y | +60.9% | -4.1% | +65.1% | +60.9% |
| 3Y | +215.0% | +57.2% | +157.8% | +213.1% |
| 5Y | +51.5% | +127.2% | -75.7% | +50.0% |
| 10Y | +102.2% | +386.2% | -283.9% | +98.8% |
| All | +4,408.5% | +144,902.7% | -140,494.2% | +4,465.5% |
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